Skip to Content

Clarkston

Clarkston Parent Rating

Above Average

Clarkston earns an Above Average Parent Pillar rating because of its ability to stand out in an increasingly competitive industry.

Portfolio managers at Clarkston have worked to align their interests with investors' by taking a personal stake and investing alongside them. Nearly 67% of the firm’s assets are represented by a manager who invests at least$ 1 million in their own product. Turnover among Clarkston's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power. The Clarkston roster of open-end and exchange-traded funds has had below-average risk-adjusted performance, as seen in its average overall Morningstar Rating of 2.0 stars.

Clarkston Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

2.26 Bil

Investment Flows (TTM)

−134.23 Mil

Asset Growth Rate (TTM)

−6.21%

# of Share Classes

5
Morningstar Rating # of Share Classes
0
0
1
3
1
Not Rated 0

Quick Definitions: Key Morningstar Terms

Sponsor Center