Nasdaq - Delayed Quote USD

Multi-Manager Small Cap Eq Strat Inst (CZMSX)

15.31
+0.26
+(1.73%)
At close: 8:00:29 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • JPMorgan
  • Ameriprise Brokerage
  • Ameriprise SPS Advantage
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • DailyAccess Corporation Matrix

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.

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

Performance & Risk

YTD Return -6.70%
5y Average Return 8.76%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

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