Clarkston Partners Financials
| CFSMX Fund | USD 13.35 0.45 3.49% |
Clarkston |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Clarkston Partners Fund Summary
Clarkston Partners competes with California High-yield, Calvert High, Lord Abbett, Franklin High, and Artisan High. Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of small- and medium-market capitalization companies. Its investments in equity securities may include common stock, preferred stock and convertible securities. The fund may also invest in foreign equity securities through American Depositary Receipts . It invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. The fund is non-diversified.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US02110A6709 |
| Business Address | ALPS Series Trust |
| Mutual Fund Family | Clarkston Funds |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 844 680 6562 |
| Currency | USD - US Dollar |
Clarkston Partners Key Financial Ratios
Clarkston Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clarkston Partners's current stock value. Our valuation model uses many indicators to compare Clarkston Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clarkston Partners competition to find correlations between indicators driving Clarkston Partners's intrinsic value. More Info.Clarkston Partners Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 802.26 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clarkston Partners' earnings, one of the primary drivers of an investment's value.Clarkston Partners February 8, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Clarkston Partners help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Clarkston Partners Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Clarkston Partners Fund based on widely used predictive technical indicators. In general, we focus on analyzing Clarkston Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Clarkston Partners's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9518 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 5.02 | |||
| Value At Risk | (1.65) | |||
| Potential Upside | 2.17 |
Other Information on Investing in Clarkston Mutual Fund
Clarkston Partners financial ratios help investors to determine whether Clarkston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clarkston with respect to the benefits of owning Clarkston Partners security.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |