Morningstar

Clarkston Partners Fund Institutional Class CISMX

Morningstar Medalist Rating
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Medalist Rating as of See Clarkston Investment Hub
  • NAV / 1-Day Return $13.96  /  −0.14 %
  • Fund Size $296.3M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.940%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $25,000
  • Investment Status Open
  • TTM Yield 0.42%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis CISMX

Will CISMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CISMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CISMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CISMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Clarkston Partners Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CISMX

More CISMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Post Holdings Inc

9.11 26M
Consumer Defensive

Clarivate PLC Ordinary Shares

8.74 25M
Technology

Affiliated Managers Group Inc

8.15 24M
Financial Services

Avantor Inc

6.03 18M
Healthcare

CCC Intelligent Solutions Holdings Inc

5.86 17M
Technology

John Wiley & Sons Inc Class A

5.43 16M
Communication Services

The Middleby Corp

4.56 13M
Industrials

Envista Holdings Corp Ordinary Shares

4.08 12M
Healthcare

LKQ Corp

3.72 11M
Consumer Cyclical

Henry Schein Inc

3.31 10M
Healthcare

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