Morningstar

Column Small Cap Select CFSSX

Morningstar Medalist Rating
Medalist Rating as of | See Column Investment Hub
  • NAV / 1-Day Return 11.83  /  −0.76 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield —
  • Turnover —

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:27 AM GMT+0

Morningstar’s Analysis CFSSX

Will CFSSX 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 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.

Column Small Cap Select’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-lowest fee quintile among peers.

by Morningstar Manager Research
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 12.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

3.24 31.4 Mil
Cash and Equivalents

Arcosa Inc

1.78 17.2 Mil
Industrials

Kemper Corp

1.58 15.3 Mil
Financial Services

BGC Group Inc Ordinary Shares Class A

1.40 13.6 Mil
Financial Services

Gildan Activewear Inc

1.40 13.6 Mil
Consumer Cyclical

Nomad Foods Ltd

1.11 10.7 Mil
Consumer Defensive

Enovis Corp

1.11 10.7 Mil
Industrials

Equity Commonwealth

1.00 9.7 Mil
Real Estate

Verint Systems Inc

0.96 9.3 Mil
Technology

Fidelis Insurance Holdings Ltd

0.95 9.2 Mil
Financial Services

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