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Clarkston Partners Institutional (CISMX)
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13.56 - YTD Return -0.72%
- Expense Ratio 0.85%
- Category Mid-Cap Value
- Last Cap Gain 10.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 1.3B
- Beta (5Y Monthly) 0.83
- Yield 0.31%
- 5y Average Return --
- Holdings Turnover 16.00%
- Last Dividend 0.04
- Inception Date Sep 15, 2015
Under normal circumstances, the fund invests primarily in equity securities of U.S. small and medium market capitalization companies. Its investments in equity securities may include common stock, preferred stock and convertible securities. The fund may also invest in foreign equity securities through American Depositary Receipts ("ADRs"). It invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. The fund is non-diversified.
Clarkston Funds
Fund Family
Mid-Cap Value
Fund Category
1.3B
Net Assets
2015-09-15
Inception Date
Performance Overview: CISMX
Trailing returns as of 6/13/2024. Category is Mid-Cap Value.
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Holdings: CISMX
Top 10 Holdings (61.03% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCISMX
Consumer Defensive 24.50%
Financial Services 23.51%
Industrials 23.08%
Technology 9.18%
Communication Services 9.06%
Healthcare 4.33%
Consumer Cyclical 3.43%
Basic Materials 2.92%
Real Estate 0.00%
Utilities 0.00%
Energy 0.00%
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Research Reports: CISMX
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