Clarkston Partners Fund Return On Equity
| CFSMX Fund | USD 15.34 0.05 0.32% |
Clarkston Partners Fund fundamentals help investors to digest information that contributes to Clarkston Partners' financial success or failures. It also enables traders to predict the movement of Clarkston Mutual Fund. The fundamental analysis module provides a way to measure Clarkston Partners' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Clarkston Partners mutual fund.
Clarkston |
Clarkston Partners Fund Mutual Fund Return On Equity Analysis
Clarkston Partners' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
| Competition |
Based on the latest financial disclosure, Clarkston Partners Fund has a Return On Equity of 0.0. This indicator is about the same for the Clarkston Funds average (which is currently at 0.0) family and about the same as Mid-Cap Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Clarkston Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Clarkston Partners' direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Clarkston Partners could also be used in its relative valuation, which is a method of valuing Clarkston Partners by comparing valuation metrics of similar companies.Clarkston Partners is currently under evaluation in return on equity among similar funds.
Fund Asset Allocation for Clarkston Partners
The fund consists of 92.81% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Clarkston Partners' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Clarkston Fundamentals
| Total Asset | 1.42 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 9.76 % | ||||
| One Year Return | 17.54 % | ||||
| Three Year Return | 6.10 % | ||||
| Five Year Return | 8.43 % | ||||
| Net Asset | 875.01 M | ||||
| Last Dividend Paid | 0.06 | ||||
| Cash Position Weight | 7.19 % | ||||
| Equity Positions Weight | 92.81 % |
About Clarkston Partners Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Clarkston Partners Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Clarkston Partners using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Clarkston Partners Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |