Multi-Manager Growth Strategies Fund (CZMGX)
The fund invests primarily in common stocks of companies believed to have the potential for long-term growth. It may invest in U.S. and foreign securities, including emerging market securities. The fund may invest in foreign securities directly or indirectly through depositary receipts. The fund may from time to time emphasize one or more economic sectors in selecting its investments, including the consumer discretionary and information technology sectors.
Fund Info
US19767A5974
Jan 3, 2017
$100
Large-Cap
Growth
Expense Ratio
CZMGX has an expense ratio of 0.74%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Multi-Manager Growth Strategies Fund (CZMGX) returned 0.44% year-to-date (YTD) and 17.08% over the past 12 months.
CZMGX
0.44%
8.97%
1.75%
17.08%
20.55%
16.19%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of CZMGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.02% | -3.87% | -8.20% | 1.44% | 8.91% | 0.44% | |||||||
| 2024 | 3.41% | 7.85% | 2.11% | -5.12% | 5.39% | 6.35% | -1.74% | 2.44% | 2.89% | -0.39% | 7.23% | 0.42% | 34.55% |
| 2023 | 9.14% | -1.88% | 6.70% | 0.55% | 5.35% | 6.95% | 3.64% | -1.07% | -6.08% | -2.12% | 11.34% | 4.36% | 41.77% |
| 2022 | -8.32% | -4.57% | 2.65% | -12.75% | -2.32% | -7.79% | 11.09% | -4.47% | -9.72% | 6.32% | 5.26% | -6.73% | -29.41% |
| 2021 | -2.19% | 1.76% | 1.42% | 5.95% | -0.49% | 5.95% | 2.35% | 3.07% | -6.09% | 7.38% | -1.06% | 0.95% | 19.80% |
| 2020 | 0.79% | -5.38% | -9.38% | 13.79% | 7.41% | 4.09% | 6.67% | 9.76% | -3.62% | -2.49% | 9.58% | 4.12% | 38.03% |
| 2019 | 10.43% | 4.01% | 2.40% | 5.11% | -7.70% | 8.14% | 1.18% | -2.61% | -1.06% | 3.13% | 4.69% | 2.85% | 33.60% |
| 2018 | 7.98% | -2.67% | -2.75% | 0.13% | 3.83% | 0.25% | 2.55% | 4.64% | 0.13% | -10.17% | 2.79% | -8.85% | -3.66% |
| 2017 | 2.61% | 4.10% | 1.58% | 2.25% | 3.41% | 1.02% | 3.16% | 1.53% | 0.14% | 2.58% | 2.80% | 0.29% | 28.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CZMGX is 59, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Multi-Manager Growth Strategies Fund (CZMGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Multi-Manager Growth Strategies Fund provided a 10.81% dividend yield over the last twelve months, with an annual payout of $2.23 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.23 | $2.23 | $0.95 | $1.32 | $3.01 | $1.50 | $0.84 | $2.27 | $0.68 |
Dividend yield | 10.81% | 10.86% | 5.59% | 10.39% | 15.18% | 7.83% | 5.53% | 18.95% | 4.66% |
Monthly Dividends
The table displays the monthly dividend distributions for Multi-Manager Growth Strategies Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $2.23 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.71 | $0.95 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $1.32 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.84 | $3.01 |
| 2020 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $1.50 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.84 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $2.27 |
| 2017 | $0.48 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.68 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Multi-Manager Growth Strategies Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Multi-Manager Growth Strategies Fund was 35.23%, occurring on Oct 14, 2022. Recovery took 318 trading sessions.
The current Multi-Manager Growth Strategies Fund drawdown is 4.09%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.23% | Nov 9, 2021 | 235 | Oct 14, 2022 | 318 | Jan 23, 2024 | 553 |
| -29.95% | Feb 20, 2020 | 23 | Mar 23, 2020 | 52 | Jun 5, 2020 | 75 |
| -22.71% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -21.85% | Aug 30, 2018 | 80 | Dec 24, 2018 | 68 | Apr 3, 2019 | 148 |
| -12.51% | Jul 11, 2024 | 18 | Aug 5, 2024 | 46 | Oct 9, 2024 | 64 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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