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 161 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 | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | CZMGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | CZMGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CZMGX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | CZMGX vs VRGWX |
Best Risk-Adjusted Alternatives to CZMGX
CZMGX has a PortfoliosLab risk / return rank of 14. There are 217 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | CZMGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | CZMGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | CZMGX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | CZMGX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | CZMGX vs FDSSX |
Top Performing CZMGX Alternatives (YTD)
CZMGX is at 4.71% YTD. There are 184 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | CZMGX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | CZMGX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | CZMGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | CZMGX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | CZMGX vs VPMCX |
Lowest Volatility Alternatives to CZMGX
CZMGX has 17.44% 1-year volatility. There are 194 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | CZMGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | CZMGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | CZMGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | CZMGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | CZMGX vs GQEPX |
Lowest Drawdown Alternatives to CZMGX
CZMGX has a 1-year max drawdown of -16.55%. There are 281 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 10 categories. AUM among these funds goes as high as $12B.
Often Compared With CZMGX
Investors most often compare CZMGX with FCGSX, FOCKX, ASFYX. These 20 comparison targets span 8 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