Morningstar

Columbia Integrated Large Cap Growth Fund II Institutional Class CZMGX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 22.40  /  +1.54 %
  • Total Assets 86.6M
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.740%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.00
  • Turnover 86%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CZMGX

Will CZMGX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Integrated Large Cap Gr II Inst holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CZMGX

More CZMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.77 10M
Technology

Apple Inc

6.35 6M
Technology

Microsoft Corp

5.50 5M
Technology

Broadcom Inc

5.13 5M
Technology

Alphabet Inc Class A

4.44 4M
Communication Services

Meta Platforms Inc Class A

3.94 3M
Communication Services

Advanced Micro Devices Inc

3.94 3M
Technology

Alphabet Inc Class C

3.49 3M
Communication Services

Eli Lilly and Co

3.23 3M
Healthcare

Amazon.com Inc

2.28 2M
Consumer Cyclical

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