Clarkston Founders FundCIMDX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$163.9M
Expense ratio
0.95%
1-year return
+3.1%
3 years, a year
+5.0%
5 years, a year
+2.0%
Holdings
29
What it aims to do.
The Funds investment objective is to achieve long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CCC Clarivate Plc | 12.50% |
| POST Post Holdings Inc | 9.35% |
| AMG Affiliated Managers Group Inc | 7.26% |
| AVTR Avantor Inc | 5.50% |
| CCC Ccc Intelligent Solutions Holdings Inc | 5.49% |
| IQV Iqvia Holdings Inc | 3.74% |
| LKQ Lkq Corp | 3.67% |
| BDX Becton Dickinson & Co | 3.65% |
| MIDD Middleby Corp/the | 3.48% |
| FIS Fidelity National Information Services Inc | 3.43% |
More on CIMDX.
- CIMDX overview
- CIMDX holdings
- CIMDX risk
- CIMDX costs
- CIMDX money in and out
- CIMDX share classes
- Compare CIMDX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.