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 112 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CZMVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CZMVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CZMVX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CZMVX vs TILVX |
Best Risk-Adjusted Alternatives to CZMVX
CZMVX has a PortfoliosLab risk / return rank of 82. There are 130 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | CZMVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CZMVX vs FGINX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | CZMVX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | CZMVX vs MALVX | |
| LSV Conservative Value Equity Fund | 95 | — | Mar 2007 | CZMVX vs LSVVX |
Top Performing CZMVX Alternatives (YTD)
CZMVX is at 12.21% YTD. There are 144 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 28.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 28.94% | — | Nov 1935 | CZMVX vs LEXCX | |
| PIMCO RAE US Fund | 27.71% | — | Jun 2015 | CZMVX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.51% | — | Jun 2022 | CZMVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 23.17% | — | Jun 2005 | CZMVX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 21.68% | — | May 2000 | CZMVX vs NFJEX |
Lowest Volatility Alternatives to CZMVX
CZMVX has 9.96% 1-year volatility. There are 43 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 | 3.62% | — | Feb 2021 | CZMVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CZMVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.46% | — | Feb 1996 | CZMVX vs FALGX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | CZMVX vs ACIIX |
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 | 34 | 14.28% | — | Sep 2021 | CZMVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 56 | 9.40% | — | Jul 1993 | CZMVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.32% | — | Dec 2012 | CZMVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 56 | 10.22% | — | May 2011 | CZMVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 9.87% | — | Dec 1991 | CZMVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.95% | — | Jul 2010 | CZMVX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 55 | 7.31% | — | Aug 2005 | CZMVX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 24.77% | — | Apr 2000 | CZMVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.28% | — | Oct 2007 | CZMVX vs FFANX | |
| BlackRock Enhanced Large Cap Core Fund | Derivative Income | 82 | 10.01% | — | Apr 2004 | CZMVX vs CII |
Often Compared With CZMVX
Investors most often compare CZMVX with SCHD, VOO, QQQ. These 20 comparison targets span 12 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