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Morningstar

Multi-Manager Growth Strategies Inst CZMGX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 19.39  /  +0.10 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.03%
  • Turnover 83%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CZMGX

Will CZMGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CZMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CZMGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CZMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Multi-Manager Growth Strategies Inst to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CZMGX

More CZMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.07 366.9 Mil
Technology

NVIDIA Corp

8.40 339.8 Mil
Technology

Amazon.com Inc

6.35 257.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.39 218.2 Mil
Communication Services

Apple Inc

4.60 186.1 Mil
Technology

Alphabet Inc Class A

3.44 139.3 Mil
Communication Services

Columbia Short-Term Cash

2.80 113.4 Mil
Cash and Equivalents

Netflix Inc

2.74 111.0 Mil
Communication Services

Tesla Inc

2.52 102.1 Mil
Consumer Cyclical

Eli Lilly and Co

2.49 100.6 Mil
Healthcare