CFMSX Performance — Column Mid Cap Select Fund
Data updated: 2026-10-08
CFMSX returned +10.86% year to date and +11.95% over one year to Aug 2026. Over one year the fund trailed its US Mid-Cap Blend category average: $100 grew to $112, against $117 for the category. Volatility over the past 12 months was 12.41% a year. In the 12 months to May 2026 the fund took in a net $402.7M, and assets reached $3.29B.
CFMSX Growth of $100
What $100 invested in Column Mid Cap Select Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | CFMSX | Category average |
|---|---|---|
| 1 year (Sep 2025 – Aug 2026) | $112 | $117 |
| Since data start (Dec 2023 – Aug 2026) | $134 | $151 |
CFMSX Trailing Returns
Total returns to Aug 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.86% |
| 1 year | +11.95% |
| 3 years (annualised) | +11.31% |
CFMSX Annual Returns
Calendar-year total returns of Column Mid Cap Select Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Aug) | +10.86% |
| 2025 | +7.79% |
| 2024 | +7.72% |
| 2023 (Dec–Dec) | +4.30% |
CFMSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.6% | +3.2% | −6.9% | +7.3% | −1.4% | +3.4% | +0.1% | +0.5% | — | — | — | — |
| 2025 | +4.0% | −2.7% | −3.9% | −2.2% | +5.1% | +3.1% | +1.0% | +2.5% | +0.4% | −1.6% | +2.0% | +0.2% |
| 2024 | −1.2% | +4.9% | +3.9% | −5.8% | +2.3% | −1.1% | +4.9% | +1.8% | +1.4% | −1.9% | +6.3% | −6.8% |
| 2023 | — | — | — | — | — | — | — | — | — | — | — | +4.3% |
CFMSX Risk
Risk measures from monthly returns over Sep 2025 – Aug 2026.
- 1-year volatility (annualised): 12.41%
- Best month: +7.35% (Apr 2026)
- Worst month: −6.85% (Mar 2026)
CFMSX Fund Flows
Monthly money in and out of Column Mid Cap Select Fund, from SEC Form N-PORT.
- 12-month net flow: $402.7M
- 12-month gross sales (incl. reinvestments): $725.1M
- Sales ÷ redemptions: 2.25×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $60.8M | $27.6M | $33.2M |
| Apr 2026 | $67.0M | $31.0M | $36.0M |
| Mar 2026 | $71.2M | $39.3M | $31.9M |
| Feb 2026 | $56.8M | $37.4M | $19.4M |
| Jan 2026 | $47.9M | $29.1M | $18.9M |
| Dec 2025 | $114.9M | $25.1M | $89.7M |
| Nov 2025 | $51.6M | $20.7M | $31.0M |
| Oct 2025 | $58.7M | $23.6M | $35.1M |
| Sep 2025 | $53.8M | $25.8M | $28.0M |
| Aug 2025 | $47.8M | $21.0M | $26.9M |
| Jul 2025 | $49.3M | $22.9M | $26.4M |
| Jun 2025 | $45.2M | $19.0M | $26.2M |
CFMSX Assets Under Management
Net assets of Column Mid Cap Select Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-08-31 | $3.29B |
| 2026-05-31 | $3.07B |
| 2026-02-28 | $3.01B |
| 2025-11-30 | $2.71B |
| 2025-08-31 | $2.60B |
| 2025-05-31 | $2.35B |
| 2025-02-28 | $2.22B |
| 2024-11-30 | $2.26B |
| 2024-08-31 | $2.05B |
| 2024-05-31 | $1.82B |
| 2024-02-29 | $1.69B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.