Column Mid Cap (CFMCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

13.10

0.00 (0.00%)

At close: Oct 15, 2026

Fund Assets	1.08B
Expense Ratio	0.486%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	0.11
Dividend Yield	0.81%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 15, 2025

Previous Close	13.10
YTD Return	9.90%
1-Year Return	11.28%
5-Year Return	n/a
52-Week Low	11.84
52-Week High	13.97
Beta (5Y)	n/a
Holdings	660
Inception Date	Dec 11, 2023

About CFMCX

Column Mid Cap Fund is an actively managed mutual fund focused on U.S. mid-cap equities. Its primary objective is to achieve long-term capital appreciation by investing at least 80% of its net assets in the stocks of mid-sized companies, generally representing a blend of growth and value styles. The fund leverages a distinctive approach by selecting subadvisers from a mix of renowned and boutique investment firms, creating a diversified portfolio that seeks to balance multiple management philosophies. Column Mid Cap Fund diversifies across major sectors, including industrials, financials, healthcare, technology, and consumer discretionary, with no single holding representing an outsized portion of assets. This sectoral spread supports risk management and provides exposure to dynamic segments of the U.S. economy. Known for its competitive fee structure, the fund is priced within the second-lowest expense quintile among peers, which can appeal to cost-conscious investors. Its investment process is grounded in fundamental, bottom-up research designed to identify high-quality, attractively valued companies. Column Mid Cap Fund plays a significant role in portfolios seeking to access the growth potential and stability associated with mid-cap stocks while benefiting from active management and broad diversification.

Fund Family Column Funds

Category Mid-Cap Blend

Stock Exchange Nasdaq

Ticker Symbol CFMCX

Index Index is not provided by Management Company

Performance

CFMCX had a total return of 11.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.45%.

Top 10 Holdings

12.43% of assets

Name	Symbol	Weight
First American Government Obligs X	FGXXX	2.12%
Ross Stores, Inc.	ROST	1.54%
Monolithic Power Systems, Inc.	MPWR	1.50%
AMETEK, Inc.	AME	1.36%
Keysight Technologies, Inc.	KEYS	1.08%
Westinghouse Air Brake Technologies Corporation	WAB	1.08%
Flex Ltd.	FLEX	1.00%
EMCOR Group, Inc.	EME	0.98%
Old Dominion Freight Line, Inc.	ODFL	0.93%
Akamai Technologies, Inc.	AKAM	0.86%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 15, 2025	$0.56194	Dec 15, 2025
Dec 16, 2024	$0.11452	Dec 16, 2024

Full Dividend History