CZMVX Mutual Fund
CZMVX Mutual Fund
CZMVX Mutual Fund
Columbia Multi-Manager Value Strategies Fund Institutional Class
CZMVX Mutual Fund Overview
CZMVX Mutual Fund (Columbia Multi-Manager Value Strategies Fund Institutional Class) is managed by Columbia Threadneedle Investments with $5.63B in net assets. CZMVX expense ratio is 0.68%, holding 299 positions across sectors including Financials, Information Technology, Energy. Inception date: 2017-01-03.
CZMVX performance shows a YTD return of 15.64%. The 1-year return is 20.83% and the 5-year return is 9.52%. CZMVX dividend yield stands at 1.15%, paid quarterly.
CZMVX top holdings include Ishares Russell 1000 Value ETF (32.8%), Microsoft Corp (2.7%), Apple Inc (2.6%), Jpmorgan Chase (2.3%), Exxonmobil Corp. (1.4%). Go to all CZMVX holdings, CZMVX sectors, or CZMVX dividends.
CZMVX can be compared against other funds. Use CZMVX overlap to find shared positions, or CZMVX vs another fund for a side-by-side view. CZMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.