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Morningstar

Clarkston Founders Institutional CIMDX

Morningstar Medalist Rating
Medalist Rating as of | See Clarkston Investment Hub
  • NAV / 1-Day Return 15.11  /  −1.05 %
  • Total Assets 722.3 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.58%
  • Turnover 13%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CIMDX

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

  • People Pillar

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

A strong management team and sound investment process underpin Clarkston Founders Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CIMDX

More CIMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Bank Mmda

11.85 88.2 Mil
Cash and Equivalents

Post Holdings Inc

7.57 56.3 Mil
Consumer Defensive

Clarivate PLC Ordinary Shares

7.19 53.5 Mil
Technology

US Foods Holding Corp

6.56 48.8 Mil
Consumer Defensive

FedEx Corp

5.84 43.5 Mil
Industrials

Affiliated Managers Group Inc

5.42 40.3 Mil
Financial Services

Stericycle Inc

5.36 39.9 Mil
Industrials

Molson Coors Beverage Co Shs -B- Non-Voting

5.33 39.7 Mil
Consumer Defensive

GFL Environmental Inc

4.45 33.1 Mil
Industrials

Brown & Brown Inc

4.29 32.0 Mil
Financial Services