Nasdaq - Delayed Quote USD

Multi-Manager Value Strategies Inst (CZMVX)

15.66
-0.30
(-1.88%)
At close: 6:45:55 PM EDT
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  • Previous Close 15.96
  • YTD Return -2.12%
  • Expense Ratio 0.69%
  • Category Large Value
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.59B
  • Beta (5Y Monthly) 0.92
  • Yield 1.60%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.06
  • Inception Date Jan 3, 2017

The fund's assets primarily are invested in equity securities. These equity securities generally include common stocks, but may also include preferred stocks and convertible securities. It may invest in companies that have market capitalizations of any size. The fund may invest up to 25% of its net assets in foreign investments.

Columbia Threadneedle

Fund Family

Large Value

Fund Category

4.59B

Net Assets

2017-01-03

Inception Date

Performance Overview: CZMVX

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Trailing returns as of 5/20/2025. Category is Large Value.

YTD Return

CZMVX
2.12%
Category
4.44%
 

1-Year Return

CZMVX
4.84%
Category
14.37%
 

3-Year Return

CZMVX
7.09%
Category
6.04%
 

5-Year Return

CZMVX
12.78%
Category
9.20%
 

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Holdings: CZMVX

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Sector Weightings

SectorCZMVX
Industrials   13.94%
Healthcare   13.45%
Technology   12.62%
Energy   7.98%
Real Estate   2.00%
Utilities   1.93%

Recent News: CZMVX

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Research Reports: CZMVX

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