Multi-Manager Value Strategies Fund (CZMVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CZMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CZMVX
CZMVX charges 0.69% annually. There are 114 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CZMVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CZMVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CZMVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | CZMVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | CZMVX vs VVIAX |
Best Risk-Adjusted Alternatives to CZMVX
CZMVX has a PortfoliosLab risk / return rank of 73. There are 142 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | CZMVX vs IDIVX | |
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | CZMVX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | CZMVX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | CZMVX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | CZMVX vs SABTX |
Top Performing CZMVX Alternatives (YTD)
CZMVX is at 10.68% YTD. There are 147 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 24.70% | — | May 2006 | CZMVX vs VALAX | |
| PIMCO RAE US Fund | 23.90% | — | Jun 2015 | CZMVX vs PKAIX | |
| North Square Advisory Research Small Cap Value Fun... | 23.30% | — | Nov 2009 | CZMVX vs ADVGX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.82% | — | Jun 2022 | CZMVX vs AVLVX | |
| AMG Yacktman Focused Fund | 22.07% | — | May 1997 | CZMVX vs YAFFX |
Lowest Volatility Alternatives to CZMVX
CZMVX has 10.14% 1-year volatility. There are 51 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | CZMVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | CZMVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.32% | — | Dec 1973 | CZMVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.61% | — | Feb 1996 | CZMVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.42% | — | Dec 2007 | CZMVX vs TMMAX |
Lowest Drawdown Alternatives to CZMVX
CZMVX has a 1-year max drawdown of -6.23%. There are 44 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CZMVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CZMVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CZMVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CZMVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CZMVX vs SVAIX |
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 | 13.94% | — | Sep 2021 | CZMVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 60 | 9.30% | — | Jul 1993 | CZMVX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 93 | 9.95% | — | Dec 2012 | CZMVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 11.34% | — | May 2011 | CZMVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.27% | — | Dec 1991 | CZMVX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 34 | 5.09% | — | Aug 2005 | CZMVX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 49 | 8.66% | — | Jul 2010 | CZMVX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 58 | 38.55% | — | Apr 2000 | CZMVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.38% | — | Oct 2007 | CZMVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 71 | 13.25% | — | Sep 1999 | CZMVX vs FAMRX |
Often Compared With CZMVX
Investors most often compare CZMVX with SCHD, VOO, QQQ. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare CZMVX with Any Fund or Stock
Compare CZMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CZMVX with funds that move differently
Multi-Manager Value Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CZMVX.
Explore CZMVX Diversifiers