Column Mid Cap Select (CFMSX)
| Fund Assets | 2.89B |
| Expense Ratio | n/a |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 0.25 |
| Dividend Yield | 1.97% |
| Dividend Growth | n/a |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 15, 2025 |
| Previous Close | 12.51 |
| YTD Return | 7.39% |
| 1-Year Return | 13.59% |
| 5-Year Return | n/a |
| 52-Week Low | 9.40 |
| 52-Week High | 12.73 |
| Beta (5Y) | n/a |
| Holdings | 200 |
| Inception Date | Dec 11, 2023 |
About CFMSX
Column Mid Cap Select Fund is an actively managed mutual fund that primarily targets mid-capitalization U.S. companies. Its central objective is to achieve long-term capital appreciation by investing at least 80% of its net assets in stocks of mid-cap firms—defined as those whose market capitalization falls within the ranges of benchmarks like the Russell MidCap Index and S&P MidCap 400 Index. The fund employs a diversified investment strategy, blending both growth and value approaches while utilizing a mix of subadvisers, including both prominent and boutique asset managers. This active management framework seeks to identify firms with attractive valuations, solid fundamentals, and positive business momentum. With over 200 holdings, the portfolio spans a broad spectrum of sectors, with notable allocations to industrials, financials, information technology, and consumer discretionary stocks. The fund is designed to complement passive investment exposures within advisory platforms. It boasts a competitive net expense ratio and aims to deliver risk-adjusted returns over the market cycle. Having launched in December 2023, the Column Mid Cap Select Fund has quickly established itself as a significant option within the mid-cap blend category, appealing to investors seeking diversified exposure to the mid-sized segment of U.S. equities.
Performance
CFMSX had a total return of 13.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.31%.
Top 10 Holdings
18.13% of assets| Name | Symbol | Weight |
|---|---|---|
| First American Government Obligations Fund | FGXXX | 3.38% |
| Houlihan Lokey, Inc. | HLI | 2.22% |
| AMETEK, Inc. | AME | 1.74% |
| Ross Stores, Inc. | ROST | 1.67% |
| HEICO Corp | HEIA | 1.66% |
| Broadridge Financial Solutions, Inc. | BR | 1.57% |
| LPL Financial Holdings Inc. | LPLA | 1.53% |
| Monolithic Power Systems, Inc. | MPWR | 1.53% |
| Teledyne Technologies Incorporated | TDY | 1.47% |
| Equifax Inc. | EFX | 1.35% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 15, 2025 | $0.24933 | Dec 15, 2025 |
| Dec 16, 2024 | $0.0895 | Dec 16, 2024 |