Multi-Manager Growth Strategies Fund Institutional Class (CZMGX)

Fund Assets	2.11B
Expense Ratio	0.74%
Min. Investment	$100
Turnover	n/a
Dividend (ttm)	4.55
Dividend Yield	24.44%
Dividend Growth	105.06%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Jun 2, 2025

Previous Close	18.61
YTD Return	-9.68%
1-Year Return	-0.12%
5-Year Return	85.22%
52-Week Low	16.64
52-Week High	22.45
Beta (5Y)	1.15
Holdings	159
Inception Date	Jan 3, 2017

About CZMGX

CZMGX was founded on 2017-01-03. The Fund's investment strategy focuses on Growth with 0.76% total expense ratio. The minimum amount to invest in Columbia Funds Series Trust I: Columbia Multi-Manager Growth Strategies Fund; Institutional Class Shares is $100 on a standard taxable account. Columbia Funds Series Trust I: Columbia Multi-Manager Growth Strategies Fund; Institutional Class Shares seeks long-term capital appreciation. CZMGX invests at least 80% of its net assets in common stocks of U.S. and foreign companies that have market capitalizations in the range of companies in the Russell 1000 Growth Index at the time of purchase.

• Category: Large Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: CZMGX
• Share Class: Institutional Class
• Index: Russell 1000 Growth TR

Performance

CZMGX had a total return of -0.12% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.37%.

Top 10 Holdings

46.61% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.28%
Microsoft Corporation	MSFT	6.61%
Meta Platforms, Inc.	META	5.45%
Amazon.com, Inc.	AMZN	5.34%
Netflix, Inc.	NFLX	4.92%
Apple Inc.	AAPL	4.82%
Visa Inc.	V	3.86%
Tesla, Inc.	TSLA	3.27%
Alphabet Inc.	GOOGL	2.78%
Columbia Short-Term Cash	n/a	2.28%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 2, 2025	$2.31571	Jun 2, 2025
Dec 9, 2024	$1.21908	Dec 9, 2024
Jun 18, 2024	$1.01304	Jun 18, 2024
Dec 8, 2023	$0.71073	Dec 8, 2023
Jun 16, 2023	$0.23876	Jun 16, 2023
Dec 8, 2022	$0.20607	Dec 8, 2022