CZMSX Mutual Fund

CZMSX Mutual Fund

NAV$17.55
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Showing the top 10 of 774 holdings · as of Sep 30, 2026
Top 10 weight
25.38%
CZMSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
IJT
Ishares S&p Small-cap 600 Growth ETF
20.30%		20.3%1,344,748$215.60M--
2—Columbia Short Term Cash Fund
0.85%		21.2%9,024,154$9.02M--
3
BFH
Bread Financial Holdings, Inc.Financials · Consumer Finance
0.64%		21.8%69,890$6.83MFinancialsConsumer Finance
4
FLR
Fluor CorpIndustrials · Construction
0.59%		22.4%130,243$6.24MIndustrialsConstruction
5—First Bancorp P R
0.52%		22.9%210,280$5.54M--
6
FROG
Jfrog LtdInfo Tech · Software
0.52%		23.4%56,687$5.50MInfo TechSoftware
7
CMC
Commercial Metals CoMaterials · Metals & Mining
0.51%		23.9%87,531$5.44MMaterialsMetals & Mining
8
SWX
Southwest Gas Holdings IncUtilities · Gas Utilities
0.49%		24.4%64,053$5.22MUtilitiesGas Utilities
9
ANDE
AndersonsCons. Staples · Food Products
0.48%		24.9%78,123$5.13MCons. StaplesFood Products
10
TNK
Teekay Tankers Ltd
0.48%		25.4%52,377$5.08M--
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Themes in the top 10
PaymentsDigital BankingLending & CreditConsumer SpendingInfrastructureEnergy SecurityClimate SolutionsConstruction TechManufacturingSupply ChainEnergy TransitionInterest RatesInflation ProtectionAgricultural TechnologyFood Innovation

CZMSX Mutual Fund Top Holdings

CZMSX holdings top 10 positions. The top 10 holdings account for 25.4% of the fund, led by Ishares S&p Small-cap 600 Growth ETF at 20.3%, Columbia Short Term Cash Fund at 0.8%, Bread Financial Holdings, Inc. at 0.6%.

CZMSX portfolio concentration is well-diversified, with the top 10 representing 25.4% of total assets. The largest sector exposure is Financials at 13.9%.

CZMSX sectors provide a detailed breakdown. CZMSX overlap shows how holdings compare to other funds in your portfolio.