Clarkston Founders Fund Quote
| CIMDX Fund | USD 16.12 0.16 0.98% |
PerformanceOK
| Odds Of DistressLow
|
Clarkston Founders is trading at 16.12 as of the 22nd of July 2025; that is 0.98 percent down since the beginning of the trading day. The fund's open price was 16.28. Clarkston Founders has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
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. More on Clarkston Founders Fund
Moving together with Clarkston Mutual Fund
Clarkston Mutual Fund Highlights
| Fund Concentration | Clarkston Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Clarkston Funds, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Clarkston Founders Fund [CIMDX] is traded in USA and was established 22nd of July 2025. Clarkston Founders is listed under Clarkston Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Clarkston Funds family. This fund currently has accumulated 672.48 M in assets under management (AUM) with no minimum investment requirementsClarkston Founders is currently producing year-to-date (YTD) return of 1.88% with the current yeild of 0.0%, while the total return for the last 3 years was 6.75%.
Check Clarkston Founders Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clarkston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clarkston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clarkston Founders Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clarkston Founders Fund Mutual Fund Constituents
| MKC | McCormick Company Incorporated | Etf | Consumer Staples | |
| LPLA | LPL Financial Holdings | Stock | Financials | |
| WU | Western Union Co | Stock | Financials | |
| TAP | Molson Coors Brewing | Stock | Consumer Staples | |
| SYY | Sysco | Stock | Consumer Staples | |
| MCK | McKesson | Stock | Health Care | |
| AMG | Affiliated Managers Group | Stock | Financials | |
| FDX | FedEx | Stock | Industrials |
Clarkston Founders Risk Profiles
| Mean Deviation | 0.7091 | |||
| Semi Deviation | 0.7674 | |||
| Standard Deviation | 0.935 | |||
| Variance | 0.8742 |
Clarkston Founders Against Markets
Other Information on Investing in Clarkston Mutual Fund
Clarkston Founders financial ratios help investors to determine whether Clarkston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clarkston with respect to the benefits of owning Clarkston Founders security.
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