Nasdaq - Delayed Quote • USD
Multi-Manager Small Cap Eq Strat Inst (CZMSX)
At close: May 17 at 8:00 PM EDT
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16.00 - YTD Return -2.25%
- Expense Ratio 0.99%
- Category Small Blend
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 1.47B
- Beta (5Y Monthly) 1.02
- Yield 0.62%
- 5y Average Return --
- Holdings Turnover 74.00%
- Last Dividend 0.10
- Inception Date Jan 3, 2017
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.
Columbia Threadneedle
Fund Family
Small Blend
Fund Category
1.47B
Net Assets
2017-01-03
Inception Date
Performance Overview: CZMSX
Trailing returns as of 5/17/2024. Category is Small Blend.
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Holdings: CZMSX
Top 9 Holdings (10.02% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCZMSX
Technology 21.11%
Industrials 20.64%
Financial Services 15.17%
Healthcare 12.70%
Consumer Cyclical 10.25%
Energy 6.09%
Basic Materials 5.07%
Real Estate 3.75%
Consumer Defensive 2.96%
Utilities 1.66%
Communication Services 0.59%
Recent News: CZMSX
Research Reports: CZMSX
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