CZMSX Mutual Fund

CZMSX Mutual Fund (Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class) is managed by Columbia Threadneedle Investments with $1.08B in net assets. CZMSX expense ratio is 0.96%, holding 774 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-01-03.

CZMSX performance shows a YTD return of 11.82%. The 1-year return is 12.90% and the 5-year return is 2.63%. CZMSX dividend yield stands at 0.63%, paid annually.

CZMSX top holdings include Ishares S&p Small-cap 600 Growth ETF (20.3%), Columbia Short Term Cash Fund (0.8%), Bread Financial Holdings, Inc. (0.6%), Fluor Corp (0.6%), First Bancorp P R (0.5%). Go to all CZMSX holdings, CZMSX sectors, or CZMSX dividends.

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