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Morningstar

Multi-Manager Value Strategies Inst CZMVX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.98  /  +0.06 %
  • Total Assets 5.1 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 1.47%
  • Turnover 23%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CZMVX

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

  • People Pillar

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

Multi-Manager Value Strategies 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 portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CZMVX

More CZMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

2.90 152.6 Mil
Financial Services

Columbia Short-Term Cash

2.34 123.1 Mil
Cash and Equivalents

Chevron Corp

2.15 113.2 Mil
Energy

Exxon Mobil Corp

2.13 112.3 Mil
Energy

ConocoPhillips

1.95 102.8 Mil
Energy

Bank of America Corp

1.81 95.5 Mil
Financial Services

American International Group Inc

1.73 91.3 Mil
Financial Services

Abbott Laboratories

1.60 84.4 Mil
Healthcare

Wells Fargo & Co

1.49 78.5 Mil
Financial Services

The Home Depot Inc

1.42 75.0 Mil
Consumer Cyclical