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Multi-Manager Growth Strategies Inst (CZMGX)

20.37 +0.18 (+0.89%)
At close: 8:00 PM EDT

Fund Summary

The fund invests primarily in common stocks of companies believed to have the potential for long-term growth. It may invest in U.S. and foreign securities, including emerging market securities. The fund may invest in foreign securities directly or indirectly through depositary receipts. The fund may from time to time emphasize one or more economic sectors in selecting its investments, including the consumer discretionary and information technology sectors.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 41.75%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 24.94%
5y Average Return 17.41%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CZMGXCategory AverageCZMGXCategory AverageCZMGXCategory Average
Alpha -1.87 0.03 1.5 0.04 0.2 0.01
BETA 1.14 0.01 1.06 0.01 1.1 0.01
Mean Annual Return 1.02 0.02 1.57 0.02 1.26 0.01
R-squared 90.64 0.89 90.04 0.87 87.77 0.87
Standard Deviation 21.06 0.2 20.18 0.16 17.87 0.15
Sharpe Ratio 0.4 0.01 0.82 0.01 0.75 0.01
Treynor Ratio 5.82 0.21 14.86 0.21 11.57 0.15

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