CZMVX Mutual Fund

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 0.69%, holding 299 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2017-01-03.

CZMVX performance shows a YTD return of 14.16%. The 1-year return is 19.28% and the 5-year return is 9.55%. CZMVX dividend yield stands at 13.41%, paid quarterly.

CZMVX top holdings include Ishares Russell 1000 Value ETF (32.3%), Microsoft Corp (2.4%), Jpmorgan Chase (2.4%), Apple, Inc (2.4%), Exxonmobil Holdings Corp Common Stock Usd (1.3%). 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.