CFMSX Mutual Fund

CFMSX Mutual Fund

NAV$12.85
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Fund Essentials - as of Jun 30, 2026

Net Assets
$3.3B
Expense Ratio
0.52%
Dividend Yield (Current)
1.92%
Holdings
197
Inception Date
Dec 11, 2023
Fund Family
Column Mutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+10.28%
1 Year+14.14%

Asset Allocation

Stocks: 95.06%
Other: 4.94%
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Top Holdings

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TickerNameWeight
FGXXXFirst American Government Obligations Fund4.63%
ROSTRoss Stores, Inc.2.23%
AMEAmetek Inc.2.16%
TDYTeledyne Technologies Inc1.71%
WABWestinghouse Air Brake Technologies Corp.1.67%
Top 10 Concentration: 20.06%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
1.92%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CFMSX Mutual Fund Overview

CFMSX Mutual Fund (Column Mid Cap Select Fund) is managed by Column Mutual Funds with $3.31B in net assets. CFMSX expense ratio is 0.52%, holding 197 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2023-12-11.

CFMSX performance shows a YTD return of 10.28%. The 1-year return is 14.14%. CFMSX dividend yield stands at 1.92%, paid annually.

CFMSX top holdings include First American Government Obligations Fund (4.6%), Ross Stores, Inc. (2.2%), Ametek Inc. (2.2%), Teledyne Technologies Inc (1.7%), Westinghouse Air Brake Technologies Corp. (1.7%). Go to all CFMSX holdings, CFMSX sectors, or CFMSX dividends.

CFMSX can be compared against other funds. Use CFMSX overlap to find shared positions, or CFMSX vs another fund for a side-by-side view. CFMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.