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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.62% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -9.45% |
| 5y Average Return | 10.25% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CZMSX | Category Average | CZMSX | Category Average | CZMSX | Category Average | |
| Alpha | -10.11 | -0.09 | -5.51 | -0.06 | -6.26 | -0.06 |
| BETA | 1.14 | 0.01 | 1.08 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | 0.33 | 0.01 | 0.95 | 0.01 | 0.69 | 0.01 |
| R-squared | 73.21 | 0.83 | 70.83 | 0.77 | 76.22 | 0.78 |
| Standard Deviation | 21.79 | 0.26 | 20.68 | 0.21 | 20.26 | 0.19 |
| Sharpe Ratio | -0.03 | 0 | 0.41 | 0.01 | 0.31 | 0.01 |
| Treynor Ratio | -2.69 | 0.08 | 6.39 | 0.1 | 3.77 | 0.09 |
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