CFMDX Mutual Fund

CFMDX Mutual Fund (Clarkston Founders Fund Founders Class) is managed by Clarkston Funds with $13.1M in net assets. CFMDX expense ratio is 0.80%, holding 29 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2021-02-16.

CFMDX performance shows a YTD return of 3.73%. The 1-year return is 9.73% and the 5-year return is 4.10%. CFMDX dividend yield stands at 2.98%, paid annually.

CFMDX top holdings include Post Holdings Inc (11.1%), Clarivate Analytics Plc (10.7%), Affiliated Managers Group Inc Com (5.8%), Avantor Inc (5.3%), CCC Intelligent Solutions Holdings Inc (5.0%). Go to all CFMDX holdings, CFMDX sectors, or CFMDX dividends.

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