Morningstar

Column Small Cap Fund CFSLX

Morningstar Medalist Rating
Medalist Rating as of | See Column Investment Hub
  • NAV / 1-Day Return 13.19  /  −0.45 %
  • Total Assets 543.7M
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.66%
  • Turnover 57%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:43 AM GMT+0

Morningstar’s Analysis CFSLX

Will CFSLX 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 CFSLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Column Small 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 CFSLX

More CFSLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

2.41 12M
Cash and Equivalents

Servisfirst Bancshares Inc

0.84 4M
Financial Services

The Toro Co

0.80 4M
Industrials

Enerpac Tool Group Corp Class A

0.76 4M
Industrials

iShares Russell 2000 Value ETF

0.76 4M
—

Regal Rexnord Corp

0.75 4M
Industrials

Triumph Financial Inc

0.74 4M
Financial Services

US Physical Therapy Inc

0.70 3M
Healthcare

FTI Consulting Inc

0.70 3M
Industrials

Element Solutions Inc

0.67 3M
Basic Materials

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