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Clarkston Founders Institutional (CIMDX)

15.93
+0.07
+(0.44%)
As of 8:05:24 AM EDT. Market Open.
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  • Previous Close 15.86
  • YTD Return -3.51%
  • Expense Ratio 0.95%
  • Category Mid-Cap Value
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 760.48M
  • Beta (5Y Monthly) 0.85
  • Yield 0.47%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.07
  • Inception Date Feb 16, 2021

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.

Clarkston Funds

Fund Family

Mid-Cap Value

Fund Category

760.48M

Net Assets

2021-02-16

Inception Date

More about Clarkston Founders Institutional

Performance Overview: CIMDX

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

YTD Return

CIMDX
3.51%
Category
21.28%
 

1-Year Return

CIMDX
4.44%
Category
55.83%
 

3-Year Return

CIMDX
3.27%
Category
11.08%
 

5-Year Return

CIMDX
9.83%
Category
11.93%
 

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Holdings: CIMDX

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Sector Weightings

SectorCIMDX
Consumer Defensive   34.57%
Financial Services   20.38%
Industrials   16.44%
Healthcare   10.76%
Technology   10.52%
Communication Services   4.72%
Consumer Cyclical   2.61%
Real Estate   0.00%
Basic Materials   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: CIMDX

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Research Reports: CIMDX

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