Column Mid Cap Select (CFMSX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
11.43
+0.12 (1.06%)
May 16, 2025, 4:00 PM EDT
-1.30% (1Y)
| Fund Assets | 2.22B |
| Expense Ratio | 0.54% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 0.09 |
| Dividend Yield | 0.78% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 16, 2024 |
| Previous Close | 11.31 |
| YTD Return | 2.51% |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 9.60 |
| 52-Week High | 11.71 |
| Beta (5Y) | n/a |
| Holdings | 199 |
| Inception Date | Dec 11, 2023 |
About CFMSX
CFMSX was founded on 2023-12-11. The Fund's investment strategy focuses on Mid-Cap with 0.52% total expense ratio. Column Mid Cap Select Fund Column Mid Cap Select Fund seeks long-term capital appreciation. CFMSX will invest at least 80% of net asset in stocks of of mid capitalization companies. CFMSX 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.
Category Mid-Cap Blend
Stock Exchange NASDAQ
Ticker Symbol CFMSX
Index Index is not provided by Management Company
Top 10 Holdings
18.63% of assets| Name | Symbol | Weight |
|---|---|---|
| First American Government Obligations Fund | FGXXX | 2.88% |
| AMETEK, Inc. | AME | 2.29% |
| Houlihan Lokey, Inc. | HLI | 2.11% |
| Ross Stores, Inc. | ROST | 2.00% |
| LPL Financial Holdings Inc. | LPLA | 1.90% |
| Broadridge Financial Solutions, Inc. | BR | 1.55% |
| Lennox International Inc. | LII | 1.49% |
| HEICO Corp | HEIA | 1.49% |
| Teledyne Technologies Incorporated | TDY | 1.46% |
| Equifax Inc. | EFX | 1.45% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 16, 2024 | $0.0895 | Dec 16, 2024 |