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Columbia Large Cap Value Fund Class A: (MF: INDZX)

(NASDAQ Mutual Funds) As of Dec 3, 2021 08:00 PM ET

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$17.08 USD

-0.01 (-0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2021

Total Return %* Percentile Rank Objective
YTD 19.81 67
3 months 2.39 78
6 months 3.76 84
1 Year 41.92 46
3 Year 14.75 55
5 Year 12.86 56
10 Year 11.03 81

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 184.57
Bear Market (10/07 - 2/09) -54.99
Bull Market (2/09 - 9/19) 402.85

Load Adjusted Returns as of Oct 31, 2021

1 Year 25.46
5 Year 10.25
10 Year 11.02
Since Inception 9.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2021 10.97 4.76 -1.95 NA
2020 -26.40 15.42 6.53 16.39
2019 13.09 4.40 1.78 8.03
2018 -3.02 -0.11 4.91 -12.64
2017 3.71 2.42 3.86 5.67
2016 -0.37 4.21 3.42 6.75

Annual Return

20212020201920182017201620152014201320122011
% Total Return 19.815.3329.83-11.2116.6014.62-12.4711.6230.6914.79-5.00
% Total Return Rel to Index -4.22-13.06-1.65-6.82-5.192.69-13.86-2.02-1.68-1.19-7.09
% Total Return Rel to Peer -1.08-2.874.19-3.65-0.803.30-9.252.721.730.79-4.41
% Perf Quintile vs Peer* 4.004.002.005.004.002.005.002.003.003.005.00
% Dividends 0.130.190.200.180.150.170.250.160.160.200.17
% Yield 1.001.251.301.400.961.242.011.021.141.851.69
Capital Gains ($) 0.000.000.601.220.820.230.001.100.000.000.00
Expense Ratio 1.011.021.021.011.031.041.051.081.081.081.13

* 1 = Top 20%, 5 = Bottom 20%