Column Mid Cap Select (CFMSX)

Fund Assets	3.25B
Expense Ratio	0.52%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	0.25
Dividend Yield	1.88%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 15, 2025

Previous Close	13.19
YTD Return	12.07%
1-Year Return	12.97%
5-Year Return	n/a
52-Week Low	11.36
52-Week High	13.48
Beta (5Y)	n/a
Holdings	201
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.

• Fund Family: Column Funds
• Category: Mid-Cap Blend
• Stock Exchange: NASDAQ
• Ticker Symbol: CFMSX
• Index: Index is not provided by Management Company

Performance

CFMSX had a total return of 12.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.33%.

Top 10 Holdings

18.67% of assets

Name	Symbol	Weight
First American Government Obligs X	FGXXX	2.84%
Ross Stores, Inc.	ROST	2.19%
AMETEK, Inc.	AME	2.13%
Teledyne Technologies Incorporated	TDY	1.75%
Keysight Technologies, Inc.	KEYS	1.72%
Houlihan Lokey, Inc.	HLI	1.70%
Westinghouse Air Brake Technologies Corporation	WAB	1.67%
EMCOR Group, Inc.	EME	1.62%
Monolithic Power Systems, Inc.	MPWR	1.52%
Old Dominion Freight Line, Inc.	ODFL	1.52%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 15, 2025	$0.24933	Dec 15, 2025
Dec 16, 2024	$0.0895	Dec 16, 2024

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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