Column Mid Cap Select Fund (CFMSX)

Overview

The company operates as an investment fund that primarily focuses on mid capitalization companies, which are defined based on market capitalization according to specific indices. The primary investment strategy involves allocating at least 80% of the fund's net assets in stocks that fall within the mid-cap category. The benchmarks used to define mid-cap companies include the Russell MidCap® Index and the S&P MidCap 400® Index. The criteria for what constitutes mid-cap status are subject to change along with the fluctuations in the market capitalization ranges of these indices. As of the latest review, dated September 30, 2023, mid-cap companies are identified as those having a market capitalization ranging from approximately $1.1 billion to $53.5 billion.

Products and Services

The fund offers investment opportunities in mid-cap stocks with a strategic approach based on the market capitalization criteria. Services and products provided include:

• Mid-Cap Stock Investments

  This service focuses on investing in the stocks of companies that are considered mid-cap, defined by the market capitalization range between the Russell MidCap® Index and the S&P MidCap 400® Index. This investment strategy targets companies that present a balanced mix of growth potential and stability relative to smaller and larger corporations.

• Market Capitalization-Based Portfolio Management

  The fund employs a dynamic approach to managing its portfolio by closely monitoring the market capitalization range of mid-cap companies. This involves adjusting the investment focus as the collective range of the referenced indices changes over time, ensuring that the fund's assets are allocated to companies that currently meet the mid-cap criteria.