Clarkston Fund Financials
| CILGX Fund | USD 16.28 0.07 0.43% |
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 Fund Fund Summary
Clarkston Fund competes with Clarkston Partners, Clarkston Founders, Columbia Acorn, Clarkston Partners, and Invesco Value. Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of large-capitalization companies. The funds investments in equity securities may include common stock, preferred stock and convertible securities. It may also invest in foreign equity securities through American Depositary Receipts . The fund 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. It is non-diversified.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | ALPS Series Trust |
| Mutual Fund Family | Clarkston Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 844 680 6562 |
| Currency | USD - US Dollar |
Clarkston Fund Key Financial Ratios
Clarkston Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clarkston Fund's current stock value. Our valuation model uses many indicators to compare Clarkston Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clarkston Fund competition to find correlations between indicators driving Clarkston Fund's intrinsic value. More Info.Clarkston Fund Institutional 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 1,351 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 Fund's earnings, one of the primary drivers of an investment's value.Clarkston Fund Insti Systematic Risk
Clarkston Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Clarkston Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Clarkston Fund Insti correlated with the market. If Beta is less than 0 Clarkston Fund generally moves in the opposite direction as compared to the market. If Clarkston Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Clarkston Fund Insti is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Clarkston Fund is generally in the same direction as the market. If Beta > 1 Clarkston Fund moves generally in the same direction as, but more than the movement of the benchmark.
Clarkston Fund November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Clarkston Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Clarkston Fund Institutional. We use our internally-developed statistical techniques to arrive at the intrinsic value of Clarkston Fund Institutional 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 Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5908 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 2.46 | |||
| Value At Risk | (0.88) | |||
| Potential Upside | 0.9766 |
Other Information on Investing in Clarkston Mutual Fund
Clarkston Fund 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 Fund security.
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