Nasdaq - Delayed Quote USD

Multi-Manager Value Strategies Inst (CZMVX)

15.66
-0.30
(-1.88%)
At close: 8:00:54 PM EDT

Fund Summary

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.

Multi-Manager Value Strategies Inst

BOSTON MA 02110
225 FRANKLIN STREET
612-671-4321

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 4.59B
YTD Return -2.12%
Yield 1.60%
Morningstar Rating
Inception Date Jan 03, 2017

Fund Operations

Last Dividend 0.06
Last Cap Gain 24.00
Holdings Turnover 20.00%
Average for Category --

Fees & Expenses

Expense CZMVX Category Average
Annual Report Expense Ratio (net) 0.69% 0.90%
Prospectus Net Expense Ratio 0.69% --
Prospectus Gross Expense Ratio 0.70% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Andrew Wright is a portfolio manager for Columbia Threadneedle Investments. Prior to joining the firm in 2023, he was a senior research analyst for Portolan Capital as a generalist from 2018 to 2023. Previously, he held various roles at BlackRock for nine years, seven of which as a research analyst on the Basic Value and Energy & Resources teams, covering the Energy, Materials, Transportation and Utilities sectors/industries. Andrew has been a member of the investment community since 2008. He received a B.B.A. in finance and management from Villanova University. In addition, Andrew holds the Chartered Financial Analyst designation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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