Clarkston Partners FundCISMX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$313.0M
Expense ratio
1.00%
1-year return
-5.0%
3 years, a year
-0.2%
5 years, a year
-1.1%
Holdings
27
What it aims to do.
The Funds investment objective is to achieve long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CCC Clarivate Plc | 11.15% |
| POST Post Holdings Inc | 9.47% |
| AMG Affiliated Managers Group Inc | 7.78% |
| CCC Ccc Intelligent Solutions Holdings Inc | 5.94% |
| AVTR Avantor Inc | 5.89% |
| WLY John Wiley & Sons Inc | 4.69% |
| LKQ Lkq Corp | 3.94% |
| NVST Envista Holdings Corp | 3.85% |
| MIDD Middleby Corp/the | 3.52% |
| WAY Waystar Holding Corp | 3.50% |
More on CISMX.
- CISMX overview
- CISMX holdings
- CISMX risk
- CISMX costs
- CISMX money in and out
- CISMX share classes
- Compare CISMX 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.