Morningstar

Column Mid Cap Fund CFMCX

Morningstar Medalist Rating
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Medalist Rating as of See Column Investment Hub
  • NAV / 1-Day Return $13.60  /  −1.18 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.79%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis CFMCX

Will CFMCX outperform in the 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 CFMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFMCX 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 CFMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Column Mid Cap holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CFMCX

More CFMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

2.66 29M
Cash and Equivalents

AMETEK Inc

1.55 17M
Industrials

Ross Stores Inc

1.54 17M
Consumer Cyclical

Westinghouse Air Brake Technologies Corp

1.28 14M
Industrials

Monolithic Power Systems Inc

1.21 13M
Technology

West Pharmaceutical Services Inc

1.05 11M
Healthcare

Keysight Technologies Inc

1.04 11M
Technology

IQVIA Holdings Inc

1.04 11M
Healthcare

Twilio Inc Class A

0.94 10M
Technology

Labcorp Holdings Inc

0.93 10M
Healthcare

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