Morningstar

Column Small Cap Select Fund CFSSX

Morningstar Medalist Rating
Medalist Rating as of | See Column Investment Hub
  • NAV / 1-Day Return 15.25  /  −0.52 %
  • Total Assets 1.9B
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.68%
  • Turnover 94%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:20 AM GMT+0

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 Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CFSSX

More CFSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

3.64 73M
Cash and Equivalents

Ultra Clean Holdings Inc

2.27 45M
Technology

Icon PLC

1.59 32M
Healthcare

Silicon Motion Technology Corp ADR

1.38 28M
Technology

Teradata Corp

1.23 25M
Technology

Regal Rexnord Corp

1.19 24M
Industrials

BKV Corp

1.09 22M
Energy

PTC Therapeutics Inc

1.09 22M
Healthcare

Onto Innovation Inc

0.98 20M
Technology

Littelfuse Inc

0.94 19M
Technology

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