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Morningstar

Clarkston

Clarkston Parent Rating

Above Average
Morningstar Manager Research

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

Manager investment is an area of strength for the firm. Over 67% of the firm's assets are covered by a$ 1 million investment, in an effort to align portfolio manager and shareholder interests. Portfolio manager turnover at Clarkston has been low over the past five years, building confidence that the firm is working to establish a stable and engaging culture. 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 2.4 stars.

Clarkston Investments

Mutual Funds

See All Clarkston Funds

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
Name
Morningstar Rating Overall
5-Year Category Rank
Clarkston Founders Institutional59
Clarkston Institutional59
Clarkston Partners Institutional74
Clarkston Partners Founders74
Clarkston Founders Founders—
View All 5-Star Standouts

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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