Multi-Manager Small Cap Equity Strategies Fund Institutional Class
CZMSX
NASDAQ
| Weiss Ratings | CZMSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CZMSX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Robert M. Mitchell (14), Judd Peters (7), Ryan Thomes (7), 5 others | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CZMSX-NASDAQ | Click to Compare |
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| Fund Name | Multi-Manager Small Cap Equity Strategies Fund Institutional Class | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Jan 03, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CZMSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.59% | |||
| Dividend | CZMSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.48% | |||
| Asset Allocation | CZMSX-NASDAQ | Click to Compare |
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| Cash | 0.89% | |||
| Stock | 99.11% | |||
| U.S. Stock | 96.50% | |||
| Non-U.S. Stock | 2.61% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CZMSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.58% | |||
| 30-Day Total Return | 1.22% | |||
| 60-Day Total Return | -3.77% | |||
| 90-Day Total Return | -6.47% | |||
| Year to Date Total Return | 13.05% | |||
| 1-Year Total Return | 15.71% | |||
| 2-Year Total Return | 16.87% | |||
| 3-Year Total Return | 43.17% | |||
| 5-Year Total Return | 10.22% | |||
| Price | CZMSX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CZMSX-NASDAQ | Click to Compare |
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| Nav | $17.32 | |||
| 1-Month Low NAV | $16.68 | |||
| 1-Month High NAV | $17.48 | |||
| 52-Week Low NAV | $14.94 | |||
| 52-Week Low NAV (Date) | Mar 20, 2026 | |||
| 52-Week High NAV | $18.70 | |||
| 52-Week High Price (Date) | Aug 14, 2026 | |||
| Beta / Standard Deviation | CZMSX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 17.83 | |||
| Balance Sheet | CZMSX-NASDAQ | Click to Compare |
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| Total Assets | 1.07B | |||
| Operating Ratios | CZMSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.96% | |||
| Turnover Ratio | 109.00% | |||
| Performance | CZMSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 23.18% | |||
| Last Bear Market Total Return | -15.73% | |||