Nasdaq - Delayed Quote USD

Clarkston Partners Founders (CFSMX)

13.43
+0.06
+(0.45%)
As of 8:05:19 AM EDT. Market Open.
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  • Previous Close 13.37
  • YTD Return -10.26%
  • Expense Ratio 0.85%
  • Category Mid-Cap Value
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 991.62M
  • Beta (5Y Monthly) 0.92
  • Yield 0.56%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.07
  • Inception Date Sep 15, 2015

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

991.62M

Net Assets

2015-09-15

Inception Date

More about Clarkston Partners Founders

Performance Overview: CFSMX

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Trailing returns as of 5/14/2025. Category is Mid-Cap Value.

YTD Return

CFSMX
10.26%
Category
21.28%
 

1-Year Return

CFSMX
2.90%
Category
55.83%
 

3-Year Return

CFSMX
0.24%
Category
11.08%
 

5-Year Return

CFSMX
8.11%
Category
11.93%
 

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Holdings: CFSMX

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Sector Weightings

SectorCFSMX
Consumer Defensive   30.06%
Industrials   19.39%
Financial Services   19.15%
Healthcare   11.71%
Technology   8.33%
Communication Services   7.91%
Consumer Cyclical   3.46%
Real Estate   0.00%
Basic Materials   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: CFSMX

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Research Reports: CFSMX

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