Morningstar

Column Mid Cap Select Fund CFMSX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Column Investment Hub
  • NAV / 1-Day Return $13.21  /  −1.06 %
  • Fund Size $3.4B
  • Adjusted Expense Ratio 0.520%
  • Net Expense Ratio 0.520%
  • 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 0.77%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CFMSX

More CFMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

4.30 137M
Cash and Equivalents

Ross Stores Inc

2.53 81M
Consumer Cyclical

AMETEK Inc

2.25 72M
Industrials

Westinghouse Air Brake Technologies Corp

1.81 58M
Industrials

Teledyne Technologies Inc

1.58 51M
Technology

Houlihan Lokey Inc Class A

1.58 51M
Financial Services

West Pharmaceutical Services Inc

1.58 50M
Healthcare

Monolithic Power Systems Inc

1.56 50M
Technology

EMCOR Group Inc

1.53 49M
Industrials

Allegion PLC

1.52 48M
Industrials

Sponsor Center