Multi-Manager Small Cap Equity Strategies Fund (CZMSX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CZMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CZMSX
CZMSX charges 0.99% annually. There are 92 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | CZMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | CZMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | CZMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | CZMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | CZMSX vs VSMAX |
Best Risk-Adjusted Alternatives to CZMSX
CZMSX has a PortfoliosLab risk / return rank of 37. There are 136 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | CZMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | CZMSX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | CZMSX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | CZMSX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | CZMSX vs GQSCX |
Top Performing CZMSX Alternatives (YTD)
CZMSX is at 18.34% YTD. There are 111 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | CZMSX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | CZMSX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | CZMSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | CZMSX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | CZMSX vs FTMSX |
Lowest Volatility Alternatives to CZMSX
CZMSX has 17.92% 1-year volatility. There are 76 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | CZMSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | CZMSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | CZMSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | CZMSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | CZMSX vs BOSOX |
Lowest Drawdown Alternatives to CZMSX
CZMSX has a 1-year max drawdown of -10.00%. There are 75 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | CZMSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | CZMSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | CZMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | CZMSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | CZMSX vs SSCDX |
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 | 39 | 15.10% | — | Sep 2021 | CZMSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | CZMSX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | CZMSX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | CZMSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | CZMSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | CZMSX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | CZMSX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | CZMSX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | CZMSX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | CZMSX vs FAMRX |
Often Compared With CZMSX
Investors most often compare CZMSX with FSOPX, VB, IJR. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CZMSX with Any Fund or Stock
Compare CZMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CZMSX with funds that move differently
Multi-Manager Small Cap Equity Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CZMSX.
Explore CZMSX Diversifiers