CZAMX Mutual Fund

CZAMX Mutual Fund

NAV$9.60
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Fund Essentials - as of May 31, 2026

Net Assets
$606M
Expense Ratio
1.28%
Dividend Yield (Current)
3.07%
Holdings
1,584
Inception Date
Jan 3, 2017
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+4.12%
1 Year+6.56%
3 Year+4.33%
5 Year+3.36%
10 Year+2.20%

Asset Allocation

Stocks: 1.45%
Bonds: 72.29%
Cash: 25.75%
Other: 0.51%
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Top Holdings

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TickerNameWeight
-Columbia Short Term Cash Fund25.98%
CVNA 9 06/01/30 144ACarvana Co 9% 06/01/20300.99%
CLDCRN 11.5 09/01/28Maxim Crane Works Holdings Capital Llc 11.5% 01Sep20280.98%
-Umbs 30Yr Tba(Reg A) 3.5% Jun 14, 20210.92%
EGBLFN 12 11/30/28 1Eg Global Finance Plc 12 11/30/20280.75%
Top 10 Concentration: 32.88%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.07%
Latest Distribution
$0.14
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CZAMX Mutual Fund Overview

CZAMX Mutual Fund (Columbia Multi-Manager Alternative Strategies Fund) is managed by Columbia Threadneedle Investments with $606.1M in net assets. CZAMX expense ratio is 1.28%, holding 1584 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2017-01-03.

CZAMX performance shows a YTD return of 4.12%. The 1-year return is 6.56% and the 5-year return is 3.36%. CZAMX dividend yield stands at 3.07%.

CZAMX top holdings include Columbia Short Term Cash Fund (26.0%), Carvana Co 9% 06/01/2030 (1.0%), Maxim Crane Works Holdings Capital Llc 11.5% 01Sep2028 (1.0%), Umbs 30Yr Tba(Reg A) 3.5% Jun 14, 2021 (0.9%), Eg Global Finance Plc 12 11/30/2028 (0.8%). Go to all CZAMX holdings, CZAMX sectors, or CZAMX dividends.

CZAMX can be compared against other funds. Use CZAMX overlap to find shared positions, or CZAMX vs another fund for a side-by-side view. CZAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.