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Column Mid Cap Select (CFMSX)

11.00
+0.11
+(1.01%)
At close: 8:00:17 PM EDT
Loading Chart for CFMSX
  • Previous Close 10.89
  • YTD Return 1.26%
  • Expense Ratio 0.54%
  • Category Mid-Cap Blend
  • Last Cap Gain 8.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 2.22B
  • Beta (5Y Monthly) --
  • Yield 0.79%
  • 5y Average Return --
  • Holdings Turnover 16.22%
  • Last Dividend 0.09
  • Inception Date Dec 11, 2023

Under normal market conditions, the fund will invest at least 80% of net assets in stocks of mid capitalization companies. The fund manager considers a company to be a mid-cap company if it has a market capitalization within the collective range of the Russell MidCap® Index and the S&P MidCap 400® Index. As of September 30, 2023, this range was approximately $1.1 billion to $53.5 billion. The market capitalization range of these indices changes over time.

Column Funds

Fund Family

Mid-Cap Blend

Fund Category

2.22B

Net Assets

2023-12-11

Inception Date

Performance Overview: CFMSX

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Trailing returns as of 3/31/2025. Category is Mid-Cap Blend.

YTD Return

CFMSX
1.26%
Category
17.04%
 

1-Year Return

CFMSX
5.34%
Category
50.44%
 

3-Year Return

CFMSX
0.00%
Category
13.15%
 

5-Year Return

CFMSX
0.00%
Category
13.75%
 

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Holdings: CFMSX

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Sector Weightings

SectorCFMSX
Industrials   29.32%
Technology   16.38%
Healthcare   9.09%
Real Estate   5.43%
Energy   3.17%
Utilities   2.30%

Recent News: CFMSX

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Research Reports: CFMSX

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