Morningstar

Column Small Cap Select Fund CFSSX

Morningstar Medalist Rating
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Medalist Rating as of See Column Investment Hub
  • NAV / 1-Day Return $14.76  /  +1.30 %
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • 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 0.75%
  • Turnover Ratio 94%
NAV and 1-Day Return as of

Morningstar’s Analysis CFSSX

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

  • People Pillar

    The People Pillar is our evaluation of the CFSSX 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 CFSSX’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 Select holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CFSSX

More CFSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

3.60 67M
Cash and Equivalents

Silicon Motion Technology Corp ADR

1.74 32M
Technology

Ultra Clean Holdings Inc

1.58 29M
Technology

Icon PLC

1.41 26M
Healthcare

PTC Therapeutics Inc

1.30 24M
Healthcare

Littelfuse Inc

1.27 24M
Technology

Regal Rexnord Corp

1.26 23M
Industrials

Teradata Corp

1.26 23M
Technology

Liberty Energy Inc Class A

1.12 21M
Energy

People Inc Ordinary Shares - New

1.09 20M
Communication Services

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