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Clarkston Founders Institutional (CIMDX)

14.87 -0.01 (-0.07%)
As of 8:05 AM EDT. Market Open.
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  • Previous Close 14.88
  • 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

More about Clarkston Founders Institutional

Performance Overview: CIMDX

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Trailing returns as of 6/18/2024. Category is Mid-Cap Value.

YTD Return

CIMDX
0.33%
Category
21.28%
 

1-Year Return

CIMDX
11.05%
Category
55.83%
 

3-Year Return

CIMDX
1.67%
Category
11.08%
 

5-Year Return

CIMDX
9.25%
Category
11.93%
 

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Holdings: CIMDX

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Top 10 Holdings (56.27% of Total Assets)

SymbolCompany% Assets
POST
Post Holdings, Inc. 7.57%
CLVT
Clarivate Plc 7.19%
USFD
US Foods Holding Corp. 6.56%
FDX
FedEx Corporation 5.84%
AMG
Affiliated Managers Group, Inc. 5.42%
SRCL
Stericycle, Inc. 5.36%
TAP
Molson Coors Beverage Company 5.33%
GFL
GFL Environmental Inc. 4.45%
BRO
Brown & Brown, Inc. 4.29%
LPLA
LPL Financial Holdings Inc. 4.26%

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%
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Recent News: CIMDX

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Research Reports: CIMDX

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