CFMSX Mutual Fund

NAV$12.98

Fund Essentials - as of Feb 28, 2026

Net Assets
$3.3B
Expense Ratio
0.52%
Dividend Yield (Current)
1.92%
Holdings
201
Inception Date
Dec 11, 2023
Fund Family
Column Mutual Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.00%
1 Year+15.05%

Asset Allocation

Stocks: 96.88%
Other: 3.12%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
FGXXXFirst American Government Obligations Fund2.84%
ROSTRoss Stores, Inc. Rost2.19%
AMEAmetek Inc.2.13%
TDYTeledyne Technologies Inc1.75%
KEYSKeysight Technologies Inc.1.72%
Top 10 Concentration: 18.66%Report Date: Feb 28, 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
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CFMSX Mutual Fund Overview

CFMSX Mutual Fund (Column Mid Cap Select Fund) is managed by Column Mutual Funds with $3.27B in net assets. CFMSX expense ratio is 0.52%, holding 201 positions across sectors including Industrials, Unknown, Financials. Inception date: 2023-12-11.

CFMSX performance shows a YTD return of 9.00%. The 1-year return is 15.05%. CFMSX dividend yield stands at 1.92%, paid annually.

CFMSX top holdings include First American Government Obligations Fund (2.8%), Ross Stores, Inc. Rost (2.2%), Ametek Inc. (2.1%), Teledyne Technologies Inc (1.8%), Keysight Technologies Inc. (1.7%). View all CFMSX holdings, sector breakdown, or dividend history.

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