A middling Parent Pillar and a subpar Process Pillar help limit Multi-Manager Small Cap Eq Strat Inst to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 15.51 / 0.58 %
- Total Assets 1.4 Bil
Adj. Expense Ratio
- 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 0.26%
- Turnover 59%
Morningstar’s Analysis CZMSX
Will CZMSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.