Multi-Manager Small Cap Eq Strat Inst holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Multi-Manager Small Cap Equity Strategies Fund Institutional Class CZMSX
- NAV / 1-Day Return 17.66 / +0.68 %
- Total Assets 1.3B
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.990%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 100
- Status Open
- TTM Yield 0.59%
- Turnover 109%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CZMSX
Will CZMSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Columbia Short-Term Cash | 1.11 | 14M | Cash and Equivalents |
Casella Waste Systems Inc Class A | 1.01 | 13M | Industrials |
Bloom Energy Corp Class A | 0.98 | 12M | Industrials |
SPX Technologies Inc | 0.93 | 12M | Industrials |
RBC Bearings Inc | 0.86 | 11M | Industrials |
LeMaitre Vascular Inc | 0.83 | 10M | Healthcare |
ESCO Technologies Inc | 0.82 | 10M | Technology |
Digi International Inc | 0.77 | 10M | Technology |
Merit Medical Systems Inc | 0.71 | 9M | Healthcare |
Novanta Inc | 0.69 | 9M | Technology |
United States