Nasdaq - Delayed Quote • USD
Clarkston Founders Institutional (CIMDX)
At close: 8:00 PM EDT
Loading Chart for CIMDX
DELL
- Previous Close
15.11 - YTD Return -0.33%
- Expense Ratio 0.95%
- Category Mid-Cap Value
- Last Cap Gain -3.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 717.37M
- Beta (5Y Monthly) 0.79
- Yield 0.61%
- 5y Average Return --
- Holdings Turnover 13.00%
- Last Dividend 0.09
- Inception Date Feb 16, 2021
Under normal circumstances, the fund invests primarily in equity securities of U.S. medium market capitalization companies. It will, however, also invest in equity securities of smaller or larger companies. The fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. To accomplish this goal, it invests in companies that the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flow. The fund is non-diversified.
Clarkston Funds
Fund Family
Mid-Cap Value
Fund Category
717.37M
Net Assets
2021-02-16
Inception Date
Performance Overview: CIMDX
View MoreTrailing returns as of 6/26/2024. Category is Mid-Cap Value.
People Also Watch
CILGX Clarkston Institutional
14.76
+0.27%
CISMX Clarkston Partners Institutional
13.60
-0.51%
CFSMX Clarkston Partners Founders
13.72
-0.44%
CFMDX Clarkston Founders Founders
15.19
+0.33%
FTVZX FullerThaler Behav Md-Cp Val R6
31.50
-0.35%
FTVCX FullerThaler Behav Md-Cp Val C
31.09
-0.38%
VKSRX Virtus KAR Small-Mid Cap Core R6
19.06
-0.42%
FTVAX FullerThaler Behav Md-Cp Val A
31.31
-0.35%
CIESX Calvert International Equity R6
24.85
-0.84%
FTVNX FullerThaler Behav Md-Cp Val Investor
31.32
-0.35%
VKSCX Virtus KAR Small-Mid Cap Core C
17.82
-0.39%
VKSAX Virtus KAR Small-Mid Cap Core A
18.69
-0.37%
FTVSX FullerThaler Behav Md-Cp Val Instl
31.46
-0.35%
BBHLX BBH Partner Fund - International Eq I
16.42
-0.48%
FTSIX FullerThaler Behvrl S-M Cor Eq Instl
36.41
-0.14%
FTSAX FullerThaler Behvrl S-M Cor Eq A
36.22
-0.17%
Holdings: CIMDX
View MoreTop 10 Holdings (56.27% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCIMDX
Consumer Defensive 32.46%
Financial Services 23.90%
Industrials 20.72%
Technology 8.18%
Basic Materials 7.50%
Communication Services 4.87%
Healthcare 2.37%
Real Estate 0.00%
Consumer Cyclical 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: CIMDX
View MoreResearch Reports: CIMDX
View MoreTop Mutual Funds
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
45.15
+2.27%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
56.53
+2.26%
BFGUX Baron Focused Growth R6
38.39
-0.05%
JMCGX Jacob Discovery Fd Inv
21.16
+1.29%
JMIGX Jacob Discovery Fd Instl
23.57
+1.29%
GQRRX GQG Partners Global Quality Equity R6
20.38
0.00%
QCLGX Federated Hermes MDT Large Cap Growth C
23.62
0.00%
QALGX Federated Hermes MDT Large Cap Growth A
31.44
0.00%
JACCX Janus Henderson Forty C
38.89
+0.15%
JFRDX Janus Henderson Forty D
52.56
+0.17%
FSRPX Fidelity Select Retailing
19.74
+0.97%
JDCRX Janus Henderson Forty R
45.10
+0.18%
BRUSX Bridgeway Ultra-Small Company
26.93
+0.94%
FSRFX Fidelity Select Transportation
107.18
+0.90%
BPTUX Baron Partners R6
151.59
+0.90%
BPTIX Baron Partners Institutional
151.62
+0.90%
BPTRX Baron Partners Retail
145.43
+0.89%
RGCEX Columbia Select Global Equity Fund
16.24
0.00%
CSEYX Columbia Select Global Equity Inst3
20.03
0.00%
CSGVX Columbia Select Global Equity Advisor
20.55
0.00%
DREVX BNY Mellon Large Cap Securities Fund
19.55
+0.10%
IGLGX Columbia Select Global Equity A
19.67
0.00%
CGEZX Columbia Select Global Equity Inst
20.18
0.00%
RGERX Columbia Select Global Equity Fund
20.33
0.00%
FITLX Fidelity U.S. Sustainability Index
24.73
0.00%
MBXCX Catalyst/Millburn Hedge Strategy C
38.45
+0.76%
MBXIX Catalyst/Millburn Hedge Strategy I
39.93
+0.76%
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
WWNPX Kinetics Paradigm No Load
94.34
-0.80%
MBXFX Catalyst/Millburn Hedge Strategy C-1
38.19
+0.74%
NSRKX Northern Global Sustainability Index Fund
23.16
-0.22%
MBXAX Catalyst/Millburn Hedge Strategy A
39.61
+0.74%
SCQGX DWS Large Cap Focus Growth Fund
85.85
+0.67%
SGGIX DWS Large Cap Focus Growth Inst
87.40
+0.67%
SGGAX DWS Large Cap Focus Growth A
79.91
+0.67%
SGGCX DWS Large Cap Focus Growth C
59.62
+0.66%
INPSX ProFunds Internet UltraSector Svc
27.79
+0.65%
INPIX ProFunds Internet UltraSector Inv
43.43
+0.65%
TILRX Nuveen Large Cap Growth R
27.85
+0.61%
TIRTX Nuveen Large Cap Growth A
28.00
+0.61%
TILHX Nuveen Large Cap Growth I
28.16
+0.61%
TILPX Nuveen Large Cap Growth Premier
28.18
+0.61%
TILGX Nuveen Large Cap Growth R6
28.19
+0.61%
TILWX Nuveen Large Cap Growth W
28.22
+0.61%
AULNX American Century Ultra G
100.44
+0.60%
AULYX American Century Ultra Y
97.31
+0.60%
FTUAX Fidelity Advisor Telecommunications A
45.45
+0.60%
TWUIX American Century Ultra I
96.13
+0.60%
FIJGX Fidelity Advisor Telecommunications Z
45.61
+0.60%
FTUIX Fidelity Advisor Telecommunications I
45.75
+0.59%
FSTCX Fidelity Select Telecommunications Port
45.86
+0.59%
TWUAX American Century Ultra A
83.51
+0.59%
AULDX American Century Ultra R6
97.17
+0.59%
TWCUX American Century Ultra Inv
90.46
+0.59%
AULRX American Century Ultra R
79.00
+0.59%
AULGX American Century Ultra R5
96.21
+0.59%
TWCCX American Century Ultra C
61.95
+0.58%
FBGRX Fidelity Blue Chip Growth
220.97
+0.58%
FTUTX Fidelity Advisor Telecommunications M
45.06
+0.58%
FBGKX Fidelity Blue Chip Growth K
222.26
+0.58%
FTUCX Fidelity Advisor Telecommunications C
45.27
+0.58%
SRFMX Sarofim Equity
16.29
0.00%
BIOPX Baron Opportunity Retail
42.51
+0.54%
USPVX Union Street Partners Value A
29.88
+0.54%
ACFSX American Century Focused Dynamic Gr I
61.89
+0.54%
BIOIX Baron Opportunity Instl
45.32
+0.53%
ASERX American Century Select R
109.63
+0.53%
BIOUX Baron Opportunity R6
45.37
+0.53%
ASLGX American Century Select R5
123.33
+0.53%
ACFOX American Century Focused Dynamic Gr Inv
60.80
+0.53%
SSETX BNY Mellon Small Cap Gr I
36.21
+0.53%
ASDEX American Century Select R6
124.38
+0.53%
ACFDX American Century Focused Dynamic Gr A
59.32
+0.53%
TWCAX American Century Select A
112.98
+0.52%
ACSLX American Century Select C
90.03
+0.52%
TWCIX American Century Select Inv
118.83
+0.52%
ASLWX American Century Select Y
124.59
+0.52%
FGJMX Fidelity Advisor Communication ServicesI
103.57
+0.52%
FBMPX Fidelity Select Communication Services
103.58
+0.52%
ACFNX American Century Focused Dynamic Gr R6
63.37
+0.52%
FGDMX Fidelity Advisor Communication ServicesA
102.07
+0.52%
TWSIX American Century Select I
123.32
+0.52%
FGHMX Fidelity Advisor Communication ServicesC
98.29
+0.52%
FGKMX Fidelity Advisor Communication ServicesZ
104.25
+0.52%
FGEMX Fidelity Advisor Communication ServicesM
100.91
+0.52%
JORRX Janus Henderson Global Select R
19.41
-0.36%
MMEAX Victory Integrity Discovery Fund
38.96
+0.52%
ACFGX American Century Focused Dynamic Gr G
65.07
+0.51%
MGNDX Praxis Growth Index A
45.39
+0.51%
JORFX Janus Henderson Global Select I
19.76
-0.35%
JORAX Janus Henderson Global Select A
19.84
-0.35%
JORIX Janus Henderson Global Select S
19.88
-0.35%
ACFCX American Century Focused Dynamic Gr R
57.86
+0.50%
MMDEX Praxis Growth Index Fund
46.04
+0.50%
MMEYX Victory Integrity Discovery Fund
44.25
+0.50%
SSYGX BNY Mellon Small Cap Gr Y
36.32
+0.50%
USPFX Union Street Partners Value Advisor
30.29
+0.50%
FNCMX Fidelity Nasdaq Composite Index Fund
226.33
+0.50%
JDBAX Janus Henderson Balanced A
46.60
-0.13%
USPCX Union Street Partners Value C
28.47
+0.49%