Nasdaq - Delayed Quote USD

Multi-Manager Small Cap Eq Strat Inst (CZMSX)

15.39
+0.51
+(3.43%)
At close: 6:45:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -11.76%
5y Average Return 10.86%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 6, 2025) 23.62%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 23.62%
Worst 3Y Total Return 0.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CZMSX
Category
YTD
-12.68%
20.19%
1-Month
-2.65%
0.02%
3-Month
-15.21%
4.36%
1-Year
-3.02%
60.18%
3-Year
1.64%
11.32%
5-Year
9.77%
13.88%
10-Year
6.35%
11.19%
Last Bull Market
20.07%
27.98%
Last Bear Market
-15.74%
-24.08%

Annual Total Return (%) History

Year
CZMSX
Category
2025
--
--
2024
8.56%
--
2023
15.64%
--
2022
-19.97%
--
2021
19.80%
--
2020
20.47%
10.99%
2019
23.62%
23.75%
2018
-10.74%
-12.72%

2017
--
12.28%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.30% -- -- --
2024 5.08% -4.59% 7.63% 0.60%
2023 3.06% 4.66% -4.79% 12.61%
2022 -7.93% -15.74% -4.02% 7.49%
2021 11.93% 3.76% -1.35% 4.56%
2020 -30.52% 26.21% 5.25% 30.54%
2019 13.52% 3.35% -2.58% 8.15%
2018 -0.97% 7.56% 4.60% -19.89%
2017 2.31% 7.51% 3.44% --

Rank in Category (By Total Return)

YTD 76
1-Month 47
3-Month 80
1-Year 78
3-Year 86
5-Year 81

Load Adjusted Returns

1-Year -3.02%
3-Year 1.64%
5-Year 9.77%
10-Year 6.35%

Performance & Risk

YTD Return -11.76%
5y Average Return 10.86%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Columbia Threadneedle
Net Assets 2.2B
YTD Return -12.68%
Yield 0.51%
Morningstar Rating
Inception Date Jan 03, 2017

Fund Summary

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.

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