CFSLX Mutual Fund

CFSLX Mutual Fund

NAV$13.06
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Fund Essentials - as of Aug 31, 2026

Net Assets
$532M
Expense Ratio
0.63%
Dividend Yield (Current)
0.71%
Holdings
984
Inception Date
Dec 11, 2023
Fund Family
Column Mutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+13.70%
1 Year+15.87%

Asset Allocation

Stocks: 98.55%
Other: 1.44%
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Top Holdings

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TickerNameWeight
FGXXXFirst American Government Obligations Fund1.45%
SFBSServisfirst Bancshares Inc0.98%
GSHDGoosehead Insurance Inc Class A0.92%
TFINTriumph Financial Inc0.88%
APPFAppFolio Inc Class A0.81%
Top 10 Concentration: 9.00%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.71%

Peer Comparison

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

CFSLX Mutual Fund Overview

CFSLX Mutual Fund (Column Small Cap Fund) is managed by Column Mutual Funds with $531.6M in net assets. CFSLX expense ratio is 0.63%, holding 984 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2023-12-11.

CFSLX performance shows a YTD return of 13.70%. The 1-year return is 15.87%. CFSLX dividend yield stands at 0.71%.

CFSLX top holdings include First American Government Obligations Fund (1.4%), Servisfirst Bancshares Inc (1.0%), Goosehead Insurance Inc Class A (0.9%), Triumph Financial Inc (0.9%), AppFolio Inc Class A (0.8%). Go to all CFSLX holdings, CFSLX sectors, or CFSLX dividends.

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