CLARKSTON FOUNDERS FUND, Institutional Class
FundCIMDXNASDAQ0.00 n/a
+0.00%(+0.00)
About
Typically, this fund primarily allocates its capital to common stocks of U.S. companies with medium market valuations. Nevertheless, it maintains the flexibility to invest in the equities of businesses with either smaller or larger market capitalizations. The fund's overarching aim is to deliver significant capital growth over an extended period, simultaneously endeavoring to mitigate market volatility and inherent investment risks. To achieve this, the Adviser focuses on selecting high-quality firms deemed undervalued in comparison to their anticipated long-term free cash flow generation. This fund is structured as non-diversified.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$777.69M
Beta
0.68
52-Week Range
$15.21$16.49$17.30
52W LowCurrent52W High
Performance
1 Week
+4.96%
1 Month
+2.23%
3 Months
+4.37%
YTD
−0.66%
1 Year
+2.30%
3 Years
+14.20%
5 Years
−0.60%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.