Nasdaq - Delayed Quote USD

Multi-Manager Value Strategies Inst (CZMVX)

15.66
-0.30
(-1.88%)
At close: 8:00:54 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
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • DailyAccess Corporation Matrix
  • PAS

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.

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

Performance & Risk

YTD Return 0.85%
5y Average Return 13.51%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

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