CIMDX Mutual Fund

CIMDX Mutual Fund (CLARKSTON FOUNDERS FUND Institutional Class) is managed by Clarkston Funds with $60.3M in net assets. CIMDX expense ratio is 0.95%, holding 29 positions across sectors including Information Technology, Consumer Staples, Industrials. Inception date: 2017-01-31.

CIMDX performance shows a YTD return of 3.68%. The 1-year return is 9.66% and the 5-year return is 3.99%. CIMDX dividend yield stands at 3.13%, paid annually.

CIMDX top holdings include Clarivate Analytics Plc (12.5%), Post Holdings Inc (9.3%), Affiliated Managers Group Inc. (7.3%), Avantor Inc (5.5%), Ccc Intelligent Solutions Holdings Inc (5.5%). Go to all CIMDX holdings, CIMDX sectors, or CIMDX dividends.

CIMDX can be compared against other funds. Use CIMDX overlap to find shared positions, or CIMDX vs another fund for a side-by-side view. CIMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.