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Multi-Manager Small Cap Eq Strat Inst (CZMSX)

14.88
+0.02
+(0.13%)
At close: 8:05:28 AM EDT
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  • Previous Close 14.86
  • YTD Return -12.68%
  • Expense Ratio 0.99%
  • Category Small Blend
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.2B
  • Beta (5Y Monthly) 1.14
  • Yield 0.51%
  • 5y Average Return --
  • Holdings Turnover 66.00%
  • Last Dividend 0.08
  • Inception Date Jan 3, 2017

The fund pursues its investment objective by allocating the fund's assets among different asset managers that use multiple investment styles to invest in equity securities. It invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including common stocks, preferred stocks and convertible securities) of companies that have market capitalizations in the range of the companies in the Russell 2000® Index at the time of purchase. The fund may invest up to 25% of its net assets in foreign investments.

Columbia Threadneedle

Fund Family

Small Blend

Fund Category

2.2B

Net Assets

2017-01-03

Inception Date

More about Multi-Manager Small Cap Eq Strat Inst

Performance Overview: CZMSX

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Trailing returns as of 5/8/2025. Category is Small Blend.

YTD Return

CZMSX
12.68%
Category
20.19%
 

1-Year Return

CZMSX
3.02%
Category
60.18%
 

3-Year Return

CZMSX
1.64%
Category
11.32%
 

5-Year Return

CZMSX
9.77%
Category
13.88%
 

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Holdings: CZMSX

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Sector Weightings

SectorCZMSX
Industrials   22.31%
Technology   19.03%
Financial Services   17.33%
Healthcare   11.96%
Consumer Cyclical   11.35%
Basic Materials   4.57%
Real Estate   4.15%
Energy   4.14%
Consumer Defensive   2.63%
Utilities   1.79%
Communication Services   0.75%
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Recent News: CZMSX

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Research Reports: CZMSX

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