Nasdaq - Delayed Quote USD

Clarkston Founders Founders (CFMDX)

15.98
+0.08
+(0.50%)
As of 8:05:19 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -0.63%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (May 14, 2025) 10.56%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 10.56%
Worst 3Y Total Return 4.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CFMDX
Category
YTD
-3.50%
21.28%
1-Month
-2.59%
-1.96%
3-Month
-4.81%
4.90%
1-Year
4.54%
55.83%
3-Year
3.37%
11.08%
5-Year
9.91%
11.93%
10-Year
0.00%
10.64%
Last Bull Market
13.41%
25.54%
Last Bear Market
-7.54%
-22.08%

Annual Total Return (%) History

Year
CFMDX
Category
2025
--
--
2024
5.76%
--
2023
10.56%
--
2022
-3.57%
--
2021
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.94% -- -- --
2024 4.47% -4.28% 6.12% -0.33%
2023 3.00% 3.89% -5.61% 9.46%
2022 3.04% -7.54% -6.73% 8.52%
2021 2.73% -8.82% 2.82% --

Rank in Category (By Total Return)

YTD 24
1-Month 23
3-Month 15
1-Year 34
3-Year 79
5-Year 93

Load Adjusted Returns

1-Year 4.54%
3-Year 3.37%
5-Year 9.91%
10-Year --

Performance & Risk

YTD Return -0.63%
5y Average Return 0.00%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Clarkston Funds
Net Assets 760.48M
YTD Return -3.50%
Yield 0.51%
Morningstar Rating
Inception Date Feb 16, 2021

Fund Summary

Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of medium-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.

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