Morningstar

Clarkston Founders Fund Founders Class CFMDX

Morningstar Medalist Rating
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Medalist Rating as of See Clarkston Investment Hub
  • NAV / 1-Day Return $17.85  /  +0.22 %
  • Fund Size $84.3M
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $100M
  • Investment Status Open
  • TTM Yield 0.36%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis CFMDX

Will CFMDX 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 CFMDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFMDX 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 CFMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings CFMDX

More CFMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Post Holdings Inc

11.08 8M
Consumer Defensive

Clarivate PLC Ordinary Shares

10.70 8M
Technology

Affiliated Managers Group Inc

5.81 4M
Financial Services

Avantor Inc

5.25 4M
Healthcare

CCC Intelligent Solutions Holdings Inc

4.97 4M
Technology

LKQ Corp

3.75 3M
Consumer Cyclical

Waystar Holding Corp

3.58 3M
Healthcare

IQVIA Holdings Inc

3.50 3M
Healthcare

The Middleby Corp

3.48 2M
Industrials

Ryan Specialty Holdings Inc Class A

3.48 2M
Financial Services

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