Morningstar

Column Mid Cap Select Fund CFMSX

Morningstar Medalist Rating
Medalist Rating as of | See Column Investment Hub
  • NAV / 1-Day Return 12.91  /  −0.62 %
  • Total Assets 3.2B
  • 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 0
  • Status Open
  • TTM Yield 0.75%
  • Turnover 26%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 1:07 AM GMT+0

Morningstar’s Analysis CFMSX

Will CFMSX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Column Mid Cap Select 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 CFMSX

More CFMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

4.63 148M
Cash and Equivalents

Ross Stores Inc

2.23 71M
Consumer Cyclical

AMETEK Inc

2.16 69M
Industrials

Teledyne Technologies Inc

1.71 55M
Technology

Westinghouse Air Brake Technologies Corp

1.67 54M
Industrials

EMCOR Group Inc

1.57 50M
Industrials

Houlihan Lokey Inc Class A

1.57 50M
Financial Services

Monolithic Power Systems Inc

1.55 50M
Technology

West Pharmaceutical Services Inc

1.50 48M
Healthcare

C.H. Robinson Worldwide Inc

1.47 47M
Industrials

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