About CZMSX
Columbia Multi-Manager Small Cap Equity Strategies Fund Institutional Class is an actively managed mutual fund focused on long-term capital appreciation through investment in U.S. small-cap equities. The fund distinguishes itself by employing a multi-manager structure, allocating assets among several experienced investment management firms, each using its own differentiated process. This approach aims to harness complementary perspectives and broaden portfolio diversification, while also providing exposure to the full spectrum of small-cap equities, including core, growth, and value styles. With over 800 holdings across sectors such as industrials, information technology, and financials, the fund targets broad representation of the small-cap universe. Its sector allocations notably emphasize industrials, financials, and technology, reflecting its diversified strategy. By using multiple external managers, Columbia seeks to reduce single-manager risk and capitalize on varied sources of market insight, enhancing its potential to adapt to changing market conditions. The fund is tailored for institutional investors seeking comprehensive small-cap market exposure with a rigorous, multi-faceted management approach and a commitment to diversification.
Fund Family Columbia Threadneedle
Category Small Blend
Performance Rating Low
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CZMSX
Share Class Institutional Class
Index Russell 2000 TR
CZMSX had a total return of 26.22% in the past year, including dividends.
Since the fund's inception, the average annual return has been 7.97%.
