CIMDX Mutual Fund

CIMDX Mutual Fund (CLARKSTON FOUNDERS FUND Institutional Class) is managed by Clarkston Funds with $61.0M in net assets. CIMDX expense ratio is 0.95%, holding 29 positions across sectors including Information Technology, Financials, Consumer Staples. 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 2.96%, paid annually.

CIMDX top holdings include Post Holdings Inc (11.1%), Clarivate Analytics Plc (10.7%), Affiliated Managers Group Inc. (5.8%), Avantor Inc (5.3%), Ccc Intelligent Solutions Hold (5.0%). 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.