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Columbia Fds Srs Tr., Columbia Largecap Enhanced Core Fund Class A: (MF: NMIAX)

(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET

$27.88 USD

-0.20 (-0.71%)

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, 2024

Total Return %* Percentile Rank Objective
YTD 15.30 28
3 months 3.75 29
6 months 15.30 28
1 Year 24.21 31
3 Year 10.55 7
5 Year 14.69 24
10 Year 12.18 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 110.66
Bear Market (10/07 - 2/09) -50.88
Bull Market (2/09 - 3/21) 839.68

Load Adjusted Returns as of Jun 30, 2024

1 Year 24.21
5 Year 14.69
10 Year 12.18
Since Inception 9.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 11.13 3.75 NA NA
2023 8.24 7.97 -2.53 10.52
2022 -3.61 -15.31 -5.31 7.11
2021 7.79 8.16 0.57 11.79
2020 -20.41 21.53 7.36 10.94
2019 12.67 1.88 0.25 9.06

Annual Return

20242023202220212020201920182017201620152014
% Total Return 15.3025.89-17.2131.0915.2225.52-5.0924.149.53-0.3114.93
% Total Return Rel to Index 0.00-0.350.982.41-3.17-5.96-0.702.34-2.40-1.701.29
% Total Return Rel to Peer 4.642.892.489.03-4.69-2.901.763.461.711.286.73
% Perf Quintile vs Peer* 0.002.003.001.003.005.003.002.003.003.001.00
% Dividends 0.020.230.180.250.260.240.230.320.300.420.20
% Yield 0.080.890.820.710.870.860.961.131.291.910.89
Capital Gains ($) 1.170.921.627.341.700.762.332.850.000.000.00
Expense Ratio 0.820.830.840.850.840.890.890.890.900.900.89

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