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Multi-Manager Small Cap Eq Strat Inst CZMSX

Quantitative rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.51  /  0.58 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.990%
  • 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.

Summary

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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.

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