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Morningstar

Column Small Cap CFSLX

Morningstar Medalist Rating
Medalist Rating as of | See Column Investment Hub
  • NAV / 1-Day Return 10.77  /  +0.65 %
  • Total Assets 385.8 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 1:01 AM GMT+0

Morningstar’s Analysis CFSLX

Will CFSLX 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 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.

Column Small Cap’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 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 CFSLX

More CFSLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

3.70 14.8 Mil
Cash and Equivalents

Ryan Specialty Holdings Inc Class A

1.38 5.5 Mil
Financial Services

AAON Inc

1.27 5.1 Mil
Industrials

Morningstar Inc

1.09 4.4 Mil
Financial Services

Auto Trader Group PLC ADR

0.83 3.3 Mil
Communication Services

SPS Commerce Inc

0.78 3.1 Mil
Technology

Ncino Inc Ordinary Shares

0.74 3.0 Mil
Technology

Element Solutions Inc

0.68 2.7 Mil
Basic Materials

Servisfirst Bancshares Inc

0.67 2.7 Mil
Financial Services

Fox Factory Holding Corp

0.63 2.5 Mil
Consumer Cyclical