CZMSX Mutual Fund

CZMSX Mutual Fund (Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class) is managed by Columbia Threadneedle Investments with $1.15B in net assets. CZMSX expense ratio is 0.96%, holding 797 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2017-01-03.

CZMSX performance shows a YTD return of 16.75%. The 1-year return is 24.64% and the 5-year return is 4.64%. CZMSX dividend yield stands at 7.54%, paid annually.

CZMSX top holdings include Casella Waste Systems, Inc., Class A (1.2%), Federal Signal Corp (0.9%), Merit Medical Systems Inc (0.9%), Rbc Bearings Inc (0.7%), Digi International Inc (0.7%). 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.