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Morningstar

Clarkston Partners Institutional CISMX

Morningstar Medalist Rating
Medalist Rating as of | See Clarkston Investment Hub
  • NAV / 1-Day Return 13.66  /  −1.37 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Small Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.30%
  • Turnover 16%

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

Morningstar’s Analysis CISMX

Will CISMX 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 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.

A sound investment process and strong management team underpin Clarkston Partners 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 CISMX

More CISMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Clarivate PLC Ordinary Shares

8.49 115.9 Mil
Technology

LPL Financial Holdings Inc

7.74 105.7 Mil
Financial Services

Us Bank Mmda

7.54 102.9 Mil
Cash and Equivalents

Post Holdings Inc

7.51 102.6 Mil
Consumer Defensive

US Foods Holding Corp

6.64 90.6 Mil
Consumer Defensive

Affiliated Managers Group Inc

6.13 83.7 Mil
Financial Services

Stericycle Inc

5.77 78.8 Mil
Industrials

Molson Coors Beverage Co Shs -B- Non-Voting

4.97 67.9 Mil
Consumer Defensive

Hillenbrand Inc

4.86 66.4 Mil
Industrials

Brown & Brown Inc

4.65 63.5 Mil
Financial Services