Clarkston Founders Fund Institutional Class
CIMDX
NASDAQ
| Weiss Ratings | CIMDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | CIMDX-NASDAQ | Click to Compare |
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| Provider | Clarkston Funds | |||
| Manager/Tenure (Years) | Jeffrey A. Hakala (9), Gerald W. Hakala (9) | |||
| Website | http://www.clarkstonfunds.com | |||
| Fund Information | CIMDX-NASDAQ | Click to Compare |
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| Fund Name | Clarkston Founders Fund Institutional Class | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 31, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 10,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CIMDX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.33% | |||
| Dividend | CIMDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.79% | |||
| Asset Allocation | CIMDX-NASDAQ | Click to Compare |
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| Cash | 2.94% | |||
| Stock | 97.07% | |||
| U.S. Stock | 85.74% | |||
| Non-U.S. Stock | 11.33% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CIMDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.79% | |||
| 30-Day Total Return | 8.64% | |||
| 60-Day Total Return | -1.36% | |||
| 90-Day Total Return | 5.23% | |||
| Year to Date Total Return | 8.97% | |||
| 1-Year Total Return | 14.13% | |||
| 2-Year Total Return | 16.91% | |||
| 3-Year Total Return | 43.22% | |||
| 5-Year Total Return | 33.07% | |||
| Price | CIMDX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CIMDX-NASDAQ | Click to Compare |
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| Nav | $18.09 | |||
| 1-Month Low NAV | $16.43 | |||
| 1-Month High NAV | $18.61 | |||
| 52-Week Low NAV | $15.21 | |||
| 52-Week Low NAV (Date) | Jun 22, 2026 | |||
| 52-Week High NAV | $18.61 | |||
| 52-Week High Price (Date) | Oct 22, 2026 | |||
| Beta / Standard Deviation | CIMDX-NASDAQ | Click to Compare |
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| Beta | 0.66 | |||
| Standard Deviation | 12.91 | |||
| Balance Sheet | CIMDX-NASDAQ | Click to Compare |
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| Total Assets | 76.75M | |||
| Operating Ratios | CIMDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 27.00% | |||
| Performance | CIMDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.66% | |||
| Last Bear Market Total Return | -7.54% | |||