Column Small Cap Fund

Shareclass

Column Small Cap (CFSLX)

Type

Open-end mutual fund

Manager

Column Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

16.4

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 2,135 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Auto Trader Group PLC ADR
0.87% of assets
$3.82M invested
2. The Chemours Co
0.04% of assets
$192,052 invested
3. CAE Inc
0.18% of assets
$805,135 invested
4. Globant SA
0.09% of assets
$377,165 invested
5. Charles River Laboratories International Inc
0.08% of assets
$350,740 invested
6. Coty Inc Class A
0.16% of assets
$695,896 invested
7. Alcoa Corp
0.14% of assets
$612,376 invested
8. Halozyme Therapeutics Inc
0.11% of assets
$481,303 invested
9. Criteo SA ADR
0.32% of assets
$1.41M invested
10. Huntington Bancshares Inc
0.16% of assets
$688,856 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Trustmark Corp
0.03% of assets
$113,998 invested
2. Construction Partners Inc Class A
0.17% of assets
$736,960 invested
3. Red Rock Resorts Inc Class A
0.24% of assets
$1.07M invested
4. Servisfirst Bancshares Inc
0.8% of assets
$3.52M invested
5. Supernus Pharmaceuticals Inc
0.05% of assets
$216,562 invested
6. Axos Financial Inc
0.07% of assets
$289,039 invested
7. RBC Bearings Inc
0.3% of assets
$1.31M invested
8. Ncino Inc Ordinary Shares
0.78% of assets
$3.41M invested
9. Liberty Energy Inc Class A
0.17% of assets
$737,024 invested
10. Madrigal Pharmaceuticals Inc
0.12% of assets
$545,552 invested

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Financial performance

Performance data provided by

Find more financial data on CFSLX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

CFSLX

Column Small Cap Fund

Family

Column Funds

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

12% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

CFSLX

Column Small Cap Fund

Family

Column Funds

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

12% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

CFSLX

Column Small Cap Fund

Family

Column Funds

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

12% less in annualized returns

Lower overall gender equality score

14 / 100 points lower

Lower gender balance in leadership and workforce score

6 / 40 points lower

Lower equal compensation and work life balance score

5 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
CFSLX - Column Small Cap Fund

-4.28%

41 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-12.49%

14 / 100 points lower

Find more financial data on CFSLX at Morningstar.com

What's next?

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