Clarkston Partners is trading at 15.28 as of the 23rd of November 2024; that is 1.33 percent up since the beginning of the trading day. The fund's open price was 15.08. Clarkston Partners has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Clarkston Partners Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
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 . More on Clarkston Partners Fund
Clarkston Partners Fund [CISMX] is traded in USA and was established 23rd of November 2024. Clarkston Partners is listed under Clarkston Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Clarkston Funds family. This fund currently has accumulated 1.44 B in assets under management (AUM) with minimum initial investment of 25 K. Clarkston Partners is currently producing year-to-date (YTD) return of 5.25% with the current yeild of 0.0%, while the total return for the last 3 years was 3.42%.
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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 Partners Fund 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 Partners Fund Mutual Fund Constituents
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.
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