Nasdaq - Delayed Quote • USD
Clarkston Founders Institutional (CIMDX)
At close: 8:05 AM EDT
Investment Information
- Min Initial Investment
- 100,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Scottrade TF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Schwab All (Retail, Instl, Retirement)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
Fund Overview
| Category | Mid-Cap Value |
| Fund Family | Clarkston Funds |
| Net Assets | 700.88M |
| YTD Return | -2.37% |
| Yield | 0.62% |
| Morningstar Rating | |
| Inception Date | Feb 16, 2021 |
Performance & Risk
| YTD Return | -0.53% |
| 5y Average Return | 8.68% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
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