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Columbia Capital Allocation Aggressive Portfolio Class C: (MF: RBGCX)

(NASDAQ Mutual Funds) As of Oct 2, 2026 06:12 PM ET

$14.14 USD

+0.09 (0.64%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 11.56 29
3 months 1.00 57
6 months 8.09 16
1 Year 17.86 28
3 Year 16.64 26
5 Year 7.74 33
10 Year 9.87 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -48.21
Bull Market (2/09 - 3/21) 524.29

Load Adjusted Returns as of Aug 31, 2026

1 Year 19.45
5 Year 7.92
10 Year 10.08
Since Inception 7.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.01 11.85 NA NA
2025 -2.32 9.88 7.32 2.57
2024 6.84 3.19 4.77 -0.83
2023 6.05 5.73 -3.29 9.76
2022 -6.19 -14.60 -6.71 7.41
2021 5.31 6.04 -1.37 4.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.5618.1514.5519.03-19.7315.3613.3522.93-9.8721.355.57
% Total Return Rel to Index -1.31-0.06-10.46-7.21-1.52-13.31-5.04-8.55-5.47-0.44-6.36
% Total Return Rel to Peer 1.393.644.645.87-6.763.852.665.73-3.377.88-0.70
% Perf Quintile vs Peer* 2.002.001.002.005.002.003.002.005.001.004.00
% Dividends 0.010.130.080.140.020.250.090.090.130.100.06
% Yield 0.090.871.021.110.261.610.630.711.060.740.47
Capital Gains ($) 0.651.140.490.410.661.480.620.770.960.810.44
Expense Ratio 1.131.141.161.151.141.181.221.221.241.251.25

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