Clarkston Founders Founders 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.
Clarkston Founders Fund Founders Class CFMDX
- NAV / 1-Day Return 16.79 / +0.90 %
- Total Assets 69.5M
-
Adj. Expense Ratio
0.800%
- Expense Ratio 0.800%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Small Value
- Min. Initial Investment 100M
- Status Open
- TTM Yield 0.38%
- Turnover 27%
USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0
Morningstar’s Analysis CFMDX
Will CFMDX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Clarivate PLC Ordinary Shares | 12.11 | 20M | Technology |
Post Holdings Inc | 9.40 | 15M | Consumer Defensive |
Affiliated Managers Group Inc | 7.30 | 12M | Financial Services |
Avantor Inc | 5.53 | 9M | Healthcare |
CCC Intelligent Solutions Holdings Inc | 5.52 | 9M | Technology |
IQVIA Holdings Inc | 3.77 | 6M | Healthcare |
LKQ Corp | 3.69 | 6M | Consumer Cyclical |
Becton Dickinson & Co | 3.67 | 6M | Healthcare |
The Middleby Corp | 3.50 | 6M | Industrials |
Fidelity National Information Services Inc | 3.45 | 6M | Technology |
United States