Multi-Manager Growth Strategies Fund (CZMGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CZMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CZMGX
CZMGX charges 0.74% annually. There are 156 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CZMGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | CZMGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CZMGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CZMGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | CZMGX vs VIGAX |
Best Risk-Adjusted Alternatives to CZMGX
CZMGX has a PortfoliosLab risk / return rank of 20. There are 245 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | CZMGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | CZMGX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | CZMGX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | CZMGX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | CZMGX vs VHCAX |
Top Performing CZMGX Alternatives (YTD)
CZMGX is at 7.14% YTD. There are 205 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | CZMGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | CZMGX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | CZMGX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | CZMGX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | CZMGX vs CTCAX |
Lowest Volatility Alternatives to CZMGX
CZMGX has 16.65% 1-year volatility. There are 205 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | CZMGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | CZMGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | CZMGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | CZMGX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | CZMGX vs BLUEX |
Lowest Drawdown Alternatives to CZMGX
CZMGX has a 1-year max drawdown of -16.55%. There are 280 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CZMGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CZMGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CZMGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CZMGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | CZMGX vs DNVYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | CZMGX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | CZMGX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | CZMGX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | CZMGX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | CZMGX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | CZMGX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | CZMGX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | CZMGX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | CZMGX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | CZMGX vs FAMRX |
Often Compared With CZMGX
Investors most often compare CZMGX with FCGSX, FDSSX, GQEPX. These 12 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CZMGX with Any Fund or Stock
Compare CZMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CZMGX with funds that move differently
Multi-Manager Growth Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CZMGX.
Explore CZMGX Diversifiers