Column Small Cap Select (CFSSX)

Fund Assets	1.86B
Expense Ratio	0.663%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	0.11
Dividend Yield	0.78%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 15, 2025

Previous Close	14.09
YTD Return	11.30%
1-Year Return	13.99%
5-Year Return	n/a
52-Week Low	12.09
52-Week High	15.79
Beta (5Y)	n/a
Holdings	382
Inception Date	Dec 11, 2023

About CFSSX

The Column Small Cap Select Fund is an actively managed mutual fund focused on providing long-term capital appreciation by investing primarily in the equity securities of small-cap companies. The fund targets businesses with market capitalizations within the ranges of the Russell 2000 and S&P SmallCap 600 indices, capturing a diverse segment of the U.S. small-cap market. Its investment approach blends both growth and value strategies, aiming to balance the pursuit of growing companies with the identification of undervalued opportunities. The management team employs fundamental, technical, and behavioral analyses to identify firms exhibiting positive changes, such as earnings surprises or inflection points in growth. The fund adopts a concentrated portfolio strategy, often seeking companies with near-term catalysts and significant upside potential while actively managing risk. With an emphasis on diversified sector exposure, the Column Small Cap Select Fund is designed to complement passive holdings and offers a relatively low expense structure compared to peers. Established in December 2023, the fund plays a significant role in offering investors exposure to dynamic, smaller U.S. companies that can contribute to overall portfolio diversification and growth potential.

• Fund Family: Column Funds
• Category: Small Blend
• Stock Exchange: Nasdaq
• Ticker Symbol: CFSSX
• Index: Index is not provided by Management Company

Performance

CFSSX had a total return of 13.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.21%.

Top 10 Holdings

14.09% of assets

Name	Symbol	Weight
First American Government Obligs X	FGXXX	3.65%
Ultra Clean Holdings, Inc.	UCTT	1.64%
ICON Public Limited Company	ICLR	1.32%
Teradata Corporation	TDC	1.28%
Silicon Motion Technology Corporation	SIMO	1.10%
BKV Corporation	BKV	1.09%
PTC Therapeutics, Inc.	PTCT	1.05%
Littelfuse, Inc.	LFUS	1.05%
Regal Rexnord Corporation	RRX	1.01%
RXO, Inc.	RXO	0.92%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 15, 2025	$0.44583	Dec 15, 2025
Dec 16, 2024	$0.0999	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:

Oct 16, 2026

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