Clarkston FundCILGX

MUTUAL FUNDClarkston
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$98.0M
Expense ratio
0.70%
1-year return
+3.2%
3 years, a year
+5.9%
5 years, a year
+3.1%
Holdings
27

What it aims to do.

The Funds investment objective is to achieve long-term capital appreciation.

Top 10 holdings.

Holding% of fund
POST Post Holdings Inc9.99%
AMG Affiliated Managers Group Inc7.91%
CCC Clarivate Plc7.09%
IQV Iqvia Holdings Inc5.05%
AVTR Avantor Inc5.00%
BDX Becton Dickinson & Co4.98%
FIS Fidelity National Information Services Inc4.55%
FTV Fortive Corp4.51%
ABNB Airbnb Inc3.87%
LW Lamb Weston Holdings Inc3.67%

More on CILGX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.