Morningstar

Column Small Cap Fund CFSLX

Morningstar Medalist Rating
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Medalist Rating as of See Column Investment Hub
  • NAV / 1-Day Return $13.12  /  −1.30 %
  • Fund Size $535.2M
  • Adjusted Expense Ratio 0.630%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.70%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

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
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 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

1.89 10M
Cash and Equivalents

Servisfirst Bancshares Inc

0.97 5M
Financial Services

GigaCloud Technology Inc Class A

0.93 5M
Technology

The Toro Co

0.82 4M
Industrials

Triumph Financial Inc

0.79 4M
Financial Services

Enerpac Tool Group Corp Class A

0.78 4M
Industrials

Ollie's Bargain Outlet Holdings Inc

0.78 4M
Consumer Defensive

BBB Foods Inc Class A

0.76 4M
Consumer Defensive

Ryan Specialty Holdings Inc Class A

0.76 4M
Financial Services

AppFolio Inc Class A

0.73 4M
Technology

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