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Morningstar

Multi-Manager Small Cap Eq Strat Inst CZMSX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.06  /  +0.40 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.58%
  • Turnover 74%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CZMSX

Will CZMSX 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 CZMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CZMSX 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 CZMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Multi-Manager Small Cap Eq Strat Inst earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CZMSX

More CZMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

1.53 24.2 Mil
Industrials

Simpson Manufacturing Co Inc

1.53 24.2 Mil
Basic Materials

AAON Inc

1.45 22.8 Mil
Industrials

Columbia Short-Term Cash

1.43 22.5 Mil
Cash and Equivalents

The Descartes Systems Group Inc

1.03 16.2 Mil
Technology

Super Micro Computer Inc

0.99 15.7 Mil
Technology

SiteOne Landscape Supply Inc

0.92 14.4 Mil
Industrials

Novanta Inc

0.82 13.0 Mil
Technology

SPS Commerce Inc

0.81 12.9 Mil
Technology

Altair Engineering Inc Class A

0.81 12.7 Mil
Technology