Clarkston Fund Institutional Fund Quote
| CILGX Fund | USD 16.28 0.07 0.43% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Clarkston Fund is trading at 16.28 as of the 27th of November 2024; that is 0.43 percent up since the beginning of the trading day. The fund's open price was 16.21. Clarkston Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Clarkston Fund Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
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 . More on Clarkston Fund Institutional
Moving together with Clarkston Mutual Fund
Clarkston Mutual Fund Highlights
| Fund Concentration | Clarkston Funds, Large Funds, Large Value Funds, Large Value, Clarkston Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Clarkston Fund Institutional [CILGX] is traded in USA and was established 27th of November 2024. Clarkston Fund is listed under Clarkston Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Clarkston Funds family. This fund currently has accumulated 131.71 M in assets under management (AUM) with minimum initial investment of 10 K. Clarkston Fund Insti is currently producing year-to-date (YTD) return of 10.0% with the current yeild of 0.01%, while the total return for the last 3 years was 5.93%.
Check Clarkston Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clarkston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clarkston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clarkston Fund Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clarkston Fund Institutional Mutual Fund Constituents
| IBM | International Business Machines | Stock | Information Technology | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| WU | Western Union Co | Stock | Financials | |
| TAP | Molson Coors Brewing | Stock | Consumer Staples | |
| SYY | Sysco | Stock | Consumer Staples | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples |
Clarkston Fund Insti Risk Profiles
| Mean Deviation | 0.4971 | |||
| Semi Deviation | 0.4707 | |||
| Standard Deviation | 0.6074 | |||
| Variance | 0.3689 |
Clarkston Fund Against Markets
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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