Multi-Manager Small Cap Equity Strategies Fund (CZMSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CZMSX
CZMSX charges 0.99% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among CZMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | CZMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | CZMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | CZMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | CZMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CZMSX vs VSMAX |
Best Risk-Adjusted Alternatives to CZMSX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | CZMSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | CZMSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | CZMSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | CZMSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | CZMSX vs PRSVX |
Top Performing CZMSX Alternatives (YTD)
CZMSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | CZMSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | CZMSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | CZMSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | CZMSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | CZMSX vs RIVSX |
Lowest Volatility Alternatives to CZMSX
CZMSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | CZMSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | CZMSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | CZMSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | CZMSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | CZMSX vs CSMDX |
Lowest Drawdown Alternatives to CZMSX
CZMSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | CZMSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | CZMSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | CZMSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | CZMSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | CZMSX vs BOSOX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With CZMSX
What investors most often compare with CZMSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 74 | 0.86% | Mar 22, 2007 | CZMSX vs FSOPX | |
| Vanguard Small-Cap ETF | Small Cap Growth Equities | 59 | 1.92% | Jan 26, 2004 | CZMSX vs VB | |
| iShares Core S&P Small-Cap ETF | Small Cap Blend Equities | 58 | 3.60% | May 22, 2000 | CZMSX vs IJR | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | CZMSX vs TISBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | CZMSX vs TNVIX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | CZMSX vs SSCDX |
Compare CZMSX with Any Fund or Stock
Compare CZMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.