CISMX Mutual Fund

CISMX Mutual Fund (CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS) is managed by Clarkston Funds with $291.0M in net assets. CISMX expense ratio is 1.00%, holding 27 positions across sectors including Consumer Staples, Information Technology, Financials. Inception date: 2015-09-15.

CISMX performance shows a YTD return of 9.29%. The 1-year return is 9.91% and the 5-year return is 1.33%. CISMX dividend yield stands at 4.26%, paid annually.

CISMX 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 CISMX holdings, CISMX sectors, or CISMX dividends.

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