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 Plus S... | 0.03% | — | Dec 2010 | CZMSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | CZMSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | CZMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | CZMSX vs VSMAX |
Best Risk-Adjusted Alternatives to CZMSX
CZMSX has a PortfoliosLab risk / return rank of 33. There are 138 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | CZMSX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | CZMSX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | CZMSX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | CZMSX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | CZMSX vs WWSIX |
Top Performing CZMSX Alternatives (YTD)
CZMSX is at 13.97% YTD. There are 125 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | CZMSX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | CZMSX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | CZMSX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | CZMSX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | CZMSX vs MOPIX |
Lowest Volatility Alternatives to CZMSX
CZMSX has 17.79% 1-year volatility. There are 86 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | CZMSX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | CZMSX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | CZMSX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | CZMSX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | CZMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | CZMSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | CZMSX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | CZMSX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | CZMSX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | CZMSX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | CZMSX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | CZMSX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | CZMSX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | CZMSX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | CZMSX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | CZMSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | CZMSX vs ASFYX |
Often Compared With CZMSX
Investors most often compare CZMSX with FSOPX, VB, CAMSX. These 14 comparison targets span 2 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