Morningstar

Column Mid Cap CFMCX

Morningstar Medalist Rating
Medalist Rating as of | See Column Investment Hub
  • NAV / 1-Day Return 11.70  /  −0.68 %
  • Total Assets 938.1 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 12:42 AM GMT+0

Morningstar’s Analysis CFMCX

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

  • People Pillar

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

Column Mid 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 sizable 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 CFMCX

More CFMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

2.07 17.8 Mil
Cash and Equivalents

AMETEK Inc

1.22 10.5 Mil
Industrials

Monolithic Power Systems Inc

1.21 10.4 Mil
Technology

LPL Financial Holdings Inc

1.10 9.4 Mil
Financial Services

Houlihan Lokey Inc Class A

1.04 8.9 Mil
Financial Services

EUR/USD FWD 20240927 Purchased

0.95 8.1 Mil
Derivative

The Cooper Companies Inc

0.92 7.9 Mil
Healthcare

Westinghouse Air Brake Technologies Corp

0.87 7.5 Mil
Industrials

Cencora Inc

0.85 7.3 Mil
Healthcare

Ross Stores Inc

0.84 7.2 Mil
Consumer Cyclical

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