CZMGX Mutual Fund

CZMGX Mutual Fund

NAV$22.86
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Fund Essentials - as of Mar 31, 2026

Net Assets
$84M
Expense Ratio
0.72%
Dividend Yield (Current)
-
Holdings
63
Inception Date
Jan 3, 2017
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+5.82%
1 Year+11.51%
3 Year+19.97%
5 Year+11.23%
10 Year+15.85%

Asset Allocation

Stocks: 99.43%
Cash: 0.57%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.12.21%
AAPLApple, Inc6.63%
MSFTMicrosoft Corp6.50%
AVGOBroadcom Inc5.01%
FACE:AQLMeta Platforms Inc Class A4.76%
Top 10 Concentration: 53.32%Report Date: Mar 31, 2026
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Dividend Summary

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Frequency
Quarterly
Latest Distribution
$1.84
-

Peer Comparison

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

CZMGX Mutual Fund Overview

CZMGX Mutual Fund (Columbia Multi-Manager Growth Strategies Fund Institutional 3 Class) is managed by Columbia Threadneedle Investments with $84.4M in net assets. CZMGX expense ratio is 0.72%, holding 63 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2017-01-03.

CZMGX performance shows a YTD return of 5.82%. The 1-year return is 11.51% and the 5-year return is 11.23%.

CZMGX top holdings include Nvidia Corp. (12.2%), Apple, Inc (6.6%), Microsoft Corp (6.5%), Broadcom Inc (5.0%), Meta Platforms Inc Class A (4.8%). Go to all CZMGX holdings, CZMGX sectors, or CZMGX dividends.

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