Columbia Integrated Large Cap Gr II Inst (CZMGX)

Fund Assets	85.03M
Expense Ratio	0.72%
Min. Investment	$100
Turnover	86.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Jun 2, 2025

Previous Close	22.89
YTD Return	8.75%
1-Year Return	13.85%
5-Year Return	71.38%
52-Week Low	18.25
52-Week High	23.42
Beta (5Y)	1.17
Holdings	66
Inception Date	Jan 3, 2017

About CZMGX

The Columbia Multi-Manager Growth Strategies Fund Institutional Class is an open-end mutual fund that seeks long-term capital appreciation through a unique multi-manager investment approach. This fund primarily invests in common stocks of large-cap companies with strong potential for long-term growth, offering diversified exposure to the large growth segment of the equity market. Its portfolio is constructed by leveraging the expertise of several leading investment management firms, each contributing distinct investment processes and perspectives. While the core focus is on U.S. equities, the fund also maintains the flexibility to invest opportunistically in both foreign securities and select mid-cap stocks, broadening diversification and market reach. Key sectors represented in the portfolio include information technology, communication services, consumer discretionary, financials, and health care. The fund’s structure is designed to benefit from complementary insights, aiming to deliver a balanced and risk-aware growth strategy. With a substantial asset base and a competitive cost structure, the Columbia Multi-Manager Growth Strategies Fund Institutional Class serves as a comprehensive solution for investors seeking exposure to dynamic growth opportunities across a range of sectors and management styles.

• Fund Family: Columbia Threadneedle
• Category: Large Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CZMGX
• Share Class: Institutional Class
• Index: Russell 1000 Growth TR

Performance

CZMGX had a total return of 13.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.49%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.54%
FSPGX	Fidelity	Fidelity Large Cap Growth Index Fund	0.03%

Top 10 Holdings

50.09% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	11.77%
Apple Inc.	AAPL	6.35%
Microsoft Corporation	MSFT	5.50%
Broadcom Inc.	AVGO	5.13%
Alphabet Inc.	GOOGL	4.44%
Meta Platforms, Inc.	META	3.94%
Advanced Micro Devices, Inc.	AMD	3.94%
Alphabet Inc.	GOOG	3.49%
Eli Lilly and Company	LLY	3.23%
Amazon.com, Inc.	AMZN	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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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