Clarkston Founders 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.
Clarkston Founders Fund Institutional Class CIMDX
- NAV / 1-Day Return 17.47 / +0.11 %
- Total Assets 72.1M
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.900%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Value
- Investment Style Small Value
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.32%
- Turnover 27%
USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:30 AM GMT+0
Morningstar’s Analysis CIMDX
Will CIMDX 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 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 |
United States