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Multi-Manager Value Strategies Inst CZMVX

Quantitative rating as of
  • NAV / 1-Day Return 15.02  /  0.94 %
  • Total Assets 4.4 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 1.56%
  • Turnover 22%

Morningstar’s Analysis CZMVX

Will CZMVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Multi-Manager Value Strategies Inst to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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