Nasdaq - Delayed Quote • USD
Clarkston Founders Founders (CFMDX)
As of 8:05 AM EDT. Market Open.
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14.92 - YTD Return -0.33%
- Expense Ratio 0.95%
- Category Mid-Cap Value
- Last Cap Gain -3.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 717.37M
- Beta (5Y Monthly) 0.79
- Yield 0.64%
- 5y Average Return --
- Holdings Turnover 13.00%
- Last Dividend 0.10
- 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: CFMDX
Trailing returns as of 6/18/2024. Category is Mid-Cap Value.
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VKSAX Virtus KAR Small-Mid Cap Core A
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FTSIX FullerThaler Behvrl S-M Cor Eq Instl
36.48
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Holdings: CFMDX
Top 10 Holdings (56.27% of Total Assets)
Sector Weightings
SectorCFMDX
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: CFMDX
Research Reports: CFMDX
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