CZMVX Mutual Fund

CZMVX Mutual Fund

NAV$17.78
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Showing the top 10 of 299 holdings · as of Sep 30, 2026
Top 10 weight
47.85%
CZMVX top 10 holdings, by weight
#TickerNameWeightCumulativeSectorIndustry
1
IWD
Ishares Russell 1000 Value ETFFinancials · Capital Markets
32.78%		32.8%FinancialsCapital Markets
2
MSFT
Microsoft CorpInfo Tech · Software
2.66%		35.4%Info TechSoftware
Sector and industry · Pro
3
AAPL
Apple Inc
2.60%		38.0%
4
JPM
JPMorgan Chase
2.34%		40.4%
5
XOM
ExxonMobil Corp.
1.39%		41.8%
6
META
Meta Platforms Inc
1.30%		43.1%
7
JNJ
Johnson & Johnson -
1.24%		44.3%
8
MU
Micron Technology, Inc.
1.23%		45.5%
9
AMZN
Amazon.com Inc
1.17%		46.7%
10
MS
Morgan Stanley
1.14%		47.8%
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Themes in the top 10
Asset ManagementETF ProvidersMarket InfrastructureGlobal BankingInterest RatesArtificial IntelligenceCloud ComputingCybersecurityData & AnalyticsNetworking InfrastructureSemiconductorsInternet & DigitalDigital BankingInvestment TechnologyEnergy Transition

CZMVX Mutual Fund Top Holdings

CZMVX holdings top 10 positions. The top 10 holdings account for 47.8% of the fund, led by Ishares Russell 1000 Value ETF at 32.8%, Microsoft Corp at 2.7%, Apple Inc at 2.6%.

CZMVX portfolio concentration is moderate, with the top 10 representing 47.8% of total assets. The largest sector exposure is Financials at 44.9%.

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