CZMSX Mutual Fund

CZMSX Mutual Fund

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Showing the top 10 of 801 holdings · as of Aug 31, 2026
Top 10 weight
23.19%
CZMSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
IJT
Ishares S&p Small-cap 600 Growth ETF
18.46%		18.5%1,245,748$211.34M--
2
BFH
Bread Financial Holdings, Inc.Financials · Consumer Finance
0.64%		19.1%69,890$7.30MFinancialsConsumer Finance
Sector and industry · Pro
3
FLR
Fluor Corp
0.62%		19.7%130,243$7.10M
4
FROG
Jfrog Ltd
0.54%		20.3%61,727$6.18M
5
CMC
Commercial Metals Co
0.52%		20.8%87,531$5.91M
6
FBP
First Bancorp/puerto Rico
0.51%		21.3%210,280$5.86M
7
SWX
Southwest Gas Holdings Inc
0.49%		21.8%64,053$5.66M
8
BKU
Bankunited Inc
0.49%		22.3%121,919$5.56M
9
RUSHA
Rush Enterprises Inc
0.48%		22.8%71,560$5.50M
10
ANDE
Andersons
0.44%		23.2%78,123$5.07M
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Themes in the top 10
PaymentsDigital BankingLending & CreditConsumer SpendingInfrastructureEnergy SecurityClimate SolutionsConstruction TechManufacturingSupply ChainGlobal BankingAsset ManagementEnergy TransitionInterest RatesInflation Protection

CZMSX Mutual Fund Top Holdings

CZMSX holdings top 10 positions. The top 10 holdings account for 23.2% of the fund, led by Ishares S&p Small-cap 600 Growth ETF at 18.5%, Bread Financial Holdings, Inc. at 0.6%, Fluor Corp at 0.6%.

CZMSX portfolio concentration is well-diversified, with the top 10 representing 23.2% of total assets. The largest sector exposure is Financials at 16.7%.

CZMSX sectors provide a detailed breakdown. CZMSX overlap shows how holdings compare to other funds in your portfolio.