CFSLX Mutual Fund

NAV$13.20

Fund Essentials - as of Feb 28, 2026

Net Assets
$545M
Expense Ratio
0.63%
Dividend Yield (Current)
4.20%
Holdings
981
Inception Date
Dec 11, 2023
Fund Family
Column Mutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+16.70%
1 Year+26.44%

Asset Allocation

Stocks: 95.79%
Other: 4.21%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
FGXXXFirst American Government Obligations Fund3.35%
SFBSServisfirst Bancshares, Inc.0.81%
RRXRegal Rexnord Corp0.78%
CMCCommercial Metals Co0.76%
EPACEnerpac Tool Group Corp0.75%
Top 10 Concentration: 10.08%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
4.20%
Frequency
Annually

Peer Comparison

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

CFSLX Mutual Fund (Column Small Cap Fund) is managed by Column Mutual Funds with $545.4M in net assets. CFSLX expense ratio is 0.63%, holding 981 positions across sectors including Financials, Industrials, Unknown. Inception date: 2023-12-11.

CFSLX performance shows a YTD return of 16.70%. The 1-year return is 26.44%. CFSLX dividend yield stands at 4.20%, paid annually.

CFSLX top holdings include First American Government Obligations Fund (3.4%), Servisfirst Bancshares, Inc. (0.8%), Regal Rexnord Corp (0.8%), Commercial Metals Co (0.8%), Enerpac Tool Group Corp (0.8%). View all CFSLX holdings, sector breakdown, or dividend history.

CFSLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFSLX alternatives are available via the screener, along with tax-loss harvesting opportunities.