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Clarkston Founders Institutional (CIMDX)

15.17 +0.13 (+0.86%)
At close: 8:00 PM EDT

Fund Summary

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 Founders Institutional

Denver, CO 80203
1290 Broadway, Suite 1100
303.623.5277

Fund Overview

Category Mid-Cap Value
Fund Family Clarkston Funds
Net Assets 717.37M
YTD Return -0.33%
Yield 0.61%
Morningstar Rating
Inception Date Feb 16, 2021

Fund Operations

Last Dividend 0.09
Last Cap Gain -3.00
Holdings Turnover 13.00%
Average for Category --

Fees & Expenses

Expense CIMDX Category Average
Annual Report Expense Ratio (net) 0.95% 1.01%
Prospectus Net Expense Ratio 0.95% --
Prospectus Gross Expense Ratio 0.97% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Gerald W. Hakala, Lead Manager since January 31, 2017
Gerald Hakala is a Co-Founder and Director of Research of Clarkston Capital Partners, LLC. He has co-managed the firm’s investment disciplines since the firm’s inception in 2007. Mr. Hakala has a Bachelor of Business Administration from the University of Michigan and a Master of Business Administration from Michigan State University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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