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Morningstar

Column Mid Cap Select CFMSX

Morningstar Medalist Rating
Medalist Rating as of | See Column Investment Hub
  • NAV / 1-Day Return 10.78  /  −0.28 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 12:34 AM GMT+0

Morningstar’s Analysis CFMSX

Will CFMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFMSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Column Mid Cap Select’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFMSX

More CFMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

4.46 79.9 Mil
Cash and Equivalents

AMETEK Inc

2.43 43.7 Mil
Industrials

Houlihan Lokey Inc Class A

1.89 33.8 Mil
Financial Services

Ross Stores Inc

1.58 28.3 Mil
Consumer Cyclical

Equifax Inc

1.48 26.5 Mil
Industrials

The Cooper Companies Inc

1.37 24.5 Mil
Healthcare

West Pharmaceutical Services Inc

1.34 24.0 Mil
Healthcare

Broadridge Financial Solutions Inc

1.33 23.8 Mil
Technology

Masco Corp

1.30 23.2 Mil
Industrials

Pool Corp

1.27 22.7 Mil
Industrials