CFSMX Mutual Fund

CFSMX Mutual Fund (CLARKSTON PARTNERS FUND. FOUNDERS CLASS) is managed by Clarkston Funds with $12.2M in net assets. CFSMX expense ratio is 0.85%, holding 27 positions across sectors including Information Technology, Consumer Staples, Industrials. 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 1.72%. CFSMX dividend yield stands at 4.26%, paid annually.

CFSMX top holdings include Post Holdings Inc (9.1%), Clarivate Analytics Plc (8.7%), Affiliated Managers Group Inc Com (8.2%), Avantor Inc. Preferred (6.0%), Ccc Intelligent Solutions Hold (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.