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Clarkston Founders Fund Institutional Class

Clarkston Founders Fund Institutional Class

CIMDX · NMFQS
CIMDX · NMFQS
15.64
USD00.00%
Clarkston Founders Fund Institutional Class
CIMDX
15.64
USD00.00%

Sector weight

Sector
Equity %
Category Average
Consumer Defensive
35.77%
6.84%
Financial Services
20.52%
17.82%
Industrials
20.36%
15.41%
Technology
12.74%
11.01%
Healthcare
6.86%
10.19%
Communication Services
3.76%
2.83%
Basic Materials
0.00%
4.94%
Consumer Cyclical
0.00%
10.96%
Real Estate
0.00%
6.60%
Utilities
0.00%
7.73%
Energy
0.00%
5.68%
Government
0.00%
2.74%
Municipal
0.00%
0.00%
Corporate
0.00%
1.94%
Securitized
0.00%
0.00%
Cash and Equivalents
0.00%
95.32%
Derivative
0.00%
0.00%

World Regions

Region
Equity %
Category Average
North America
98.33%
95.05%
Europe Developed
0.66%
1.76%
United Kingdom
0.51%
1.82%
Asia Developed
0.33%
0.11%
Latin America
0.17%
0.59%
Japan
0.00%
0.25%
Australasia
0.00%
0.00%
Asia Emerging
0.00%
0.32%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.11%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
15.21K USD
18.88K USD
30.24K USD
Medium
47.89%
50.65%
95.52%
Small
23.56%
33.12%
1.11%
Large
10.89%
10.95%
3.37%
Giant
3.98%
1.60%
0.00%
Micro
0.00%
0.71%
0.00%

Valuation and Growth

Growth Rates
CIMDX.US
Category Average
Price/Prospective Earnings
14.19%
14.19%
Price/Cash Flow
6.85%
9.38%
Price/Book
1.85%
1.97%
Price/Sales
1.05%
1.13%
Dividend Yield
0.85%
2.27%
Valuation Rates
CIMDX.US
Category Average
Cash-Flow Growth
29.91%
8.04%
Long-Term Earnings
10.40%
10.23%
Sales Growth
5.52%
8.05%
Book-Value Growth
4.59%
2.34%
Historical Earnings
3.56%
3.92%