CIMDX Mutual Fund
CIMDX Mutual Fund
CLARKSTON FOUNDERS FUND Institutional Class
CIMDX Mutual Fund Overview
CIMDX Mutual Fund (CLARKSTON FOUNDERS FUND Institutional Class) is managed by Clarkston Funds with $58.2M in net assets. CIMDX expense ratio is 0.95%, holding 29 positions across sectors including Information Technology, Consumer Staples, Unknown. Inception date: 2017-01-31.
CIMDX performance shows a YTD return of -3.08%. The 1-year return is 2.90% and the 5-year return is 1.83%. CIMDX dividend yield stands at 3.35%, paid annually.
CIMDX top holdings include Clarivate Analytics Plc (12.5%), Post Holdings Inc (9.3%), Affiliated Managers Group Inc Com (7.3%), Avantor Inc (5.5%), Ccc Intelligent Solutions Hold (5.5%). View all CIMDX holdings, sector breakdown, or dividend history.
CIMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CIMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.