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Nasdaq - Delayed Quote USD

Column Small Cap Select (CFSSX)

9.93
-0.77
(-7.20%)
At close: 8:00:18 PM EDT

Fund Summary

Under normal market conditions, the fund will invest at least 80% of net assets in common stocks of small capitalization companies. The managers define small-cap companies as companies with market capitalizations within the collective range of the Russell 2000® and S&P SmallCap 600® Indices.

Column Small Cap Select

Milwaukee WI 53201
P.O. Box 701
877-343-6382

Fund Overview

Category Small Blend
Fund Family Column Funds
Net Assets 1.11B
YTD Return -3.66%
Yield 0.88%
Morningstar Rating --
Inception Date Dec 11, 2023

Fund Operations

Last Dividend 0.10
Last Cap Gain 9.00
Holdings Turnover 54.21%
Average for Category --

Fees & Expenses

Expense CFSSX Category Average
Annual Report Expense Ratio (net) 0.66% 1.03%
Prospectus Net Expense Ratio 0.66% --
Prospectus Gross Expense Ratio 0.95% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Benjamin H. Nahum, Lead Manager since December 11, 2023
Benjamin H. Nahum, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Benjamin is the Senior Portfolio Manager for the Neuberger Berman Small Cap Intrinsic Value strategy. Prior to the acquisition, he was an executive vice president andprincipal at David J. Greene and Company, LLC where he managed the small/SMid cap strategies since inception in 1997. During his tenure, small/SMid cap assets under management havegrown from $7.0 million to $2.8 billion at peak. He was also a member of the firm’s investment committee. Previously, Benjamin worked as an analyst and portfolio manager at Lewis Partners, a New York City based hedge fund, and as a special situation analyst and portfolio manager at MKI Securities Corp. He holds a BA from Clark University and a JDfrom Brooklyn Law School.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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