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Columbia Fds Srs Tr I, Dividend Income Fund Class A: (MF: LBSAX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$35.12 USD

-0.16 (-0.45%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 6.42 36
3 months 3.79 55
6 months 6.42 36
1 Year 13.38 37
3 Year 13.14 22
5 Year 13.62 29
10 Year 10.74 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 115.47
Bear Market (10/07 - 2/09) -43.40
Bull Market (2/09 - 3/21) 660.26

Load Adjusted Returns as of Jun 30, 2025

1 Year 7.22
5 Year 12.35
10 Year 10.12
Since Inception 10.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.53 3.79 NA NA
2024 8.32 -0.58 8.06 -1.40
2023 -0.24 4.10 -2.27 8.59
2022 -2.66 -9.50 -5.33 13.68
2021 8.83 5.77 -1.10 10.66
2020 -19.45 13.29 6.16 10.96

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.4214.7410.21-5.2025.987.5027.82-4.6120.4813.14-4.76
% Total Return Rel to Index 0.21-10.27-16.0313.00-2.69-10.89-3.66-0.21-1.301.20-6.15
% Total Return Rel to Peer 0.193.090.831.774.982.345.842.416.371.77-1.27
% Perf Quintile vs Peer* 0.000.002.002.002.002.001.002.001.003.004.00
% Dividends 0.250.510.510.480.380.390.390.380.340.320.46
% Yield 0.691.421.531.551.141.431.491.731.421.562.50
Capital Gains ($) 0.001.380.910.560.440.000.261.070.600.440.00
Expense Ratio 0.000.890.910.900.920.940.960.971.001.021.02

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