CFSMX Mutual Fund

CFSMX Mutual Fund (CLARKSTON PARTNERS FUND. FOUNDERS CLASS) is managed by Clarkston Funds with $11.9M in net assets. CFSMX expense ratio is 0.85%, holding 27 positions across sectors including Consumer Staples, Information Technology, Financials. Inception date: 2015-09-15.

CFSMX performance shows a YTD return of 9.36%. The 1-year return is 10.02% and the 5-year return is 1.71%. CFSMX dividend yield stands at 4.26%, paid annually.

CFSMX top holdings include Clarivate Analytics Plc (11.2%), Post Holdings Inc (9.5%), Affiliated Managers Group Inc. (7.8%), Ccc Intelligent Solutions Holdings Inc (5.9%), Avantor Inc (5.9%). Go to all CFSMX holdings, CFSMX sectors, or CFSMX dividends.

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