Column Mid Cap Fund (CFMCX)

Overview

The company in question operates as an investment fund focusing its activities predominantly on mid-cap stocks. It adheres to a specific investment strategy that allocates at least 80% of its net assets towards equities of mid-capitalization companies. The definition of mid-cap companies for this fund is guided by the market capitalization range that falls within the scope of the Russell MidCap® Index and the S&P MidCap 400® Index. As recorded on September 30, 2023, the market capitalization parameters for defining mid-cap companies eligible for this fund's investments ranged approximately from $1.1 billion to $53.5 billion. However, it is important to note that these thresholds are subject to change as the market capitalization ranges of the indices vary over time.

Products and Services

• Mid-Cap Stock Investments:

  This product focuses on investing in the stocks of mid-capitalization companies. It is designed for investors seeking exposure to the mid-cap segment of the market, which is defined by companies having a market capitalization within the collective range of the Russell MidCap® Index and the S&P MidCap 400® Index. As of the latest figures from September 30, 2023, this range encompasses companies with market capitalizations from approximately $1.1 billion to $53.5 billion. The selection of stocks is based on the fund manager's analysis and understanding of the current market conditions, aiming to include companies that demonstrate potential for growth within the defined mid-cap space.