Clarkston Funds Mutual Funds List
Here you can find all mutual funds issued by Clarkston Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.88%
- Avg. 1 Year Return
- 3.48%
- Avg. 5 Year Return
- 0.26%
- Median Risk/Return Score
- 4 / 100
Clarkston Funds Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Clarkston Fund | Large Cap Value Equities | Apr 1, 2016 | 0.70% | -4.97% | — | 4.31% | 4 | ||||||||
| Clarkston Founders Fund | Mid Cap Value Equities | Jan 31, 2017 | 0.95% | -2.83% | — | 3.34% | 4 | ||||||||
| Clarkston Partners Fund | Mid Cap Value Equities | Sep 15, 2015 | 1.00% | 0.56% | 6.08% | 4.63% | 3 |
Explore top Clarkston Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Clarkston Funds Mutual funds by Risk/Return Score
The top Clarkston Funds Mutual funds by PortfoliosLab Risk/Return Score are CIMDX (4) and CILGX (4).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Clarkston Founders Fund | 4 | — | Jan 2017 | |
| Clarkston Fund | 4 | — | Apr 2016 | |
| Clarkston Partners Fund | 3 | — | Sep 2015 |
Best-Performing Clarkston Funds Mutual funds Over 5 Years
The top Clarkston Funds Mutual funds is CILGX (1.56%).
Across the lineup, Clarkston Funds Mutual funds show an average 1-year return of 3.48% and an average 5-year return of 0.26%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Clarkston Fund | 1.56% | — | Apr 2016 | |
| Clarkston Founders Fund | 0.91% | — | Jan 2017 | |
| Clarkston Partners Fund | -1.70% | — | Sep 2015 |
Lowest-Cost Clarkston Funds Mutual funds
The top Clarkston Funds Mutual funds is CILGX (0.70%).
With an average expense ratio of 0.88%, Clarkston Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Clarkston Fund | 0.70% | — | Apr 2016 | |
| Clarkston Founders Fund | 0.95% | — | Jan 2017 | |
| Clarkston Partners Fund | 1.00% | — | Sep 2015 |
Highest-Yield Clarkston Funds Mutual funds
The top Clarkston Funds Mutual funds is CISMX (4.63%).
Across the lineup, Clarkston Funds Mutual funds show an average dividend yield of 4.09%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Clarkston Partners Fund | 4.63% | — | Sep 2015 | |
| Clarkston Fund | 4.31% | — | Apr 2016 | |
| Clarkston Founders Fund | 3.34% | — | Jan 2017 |
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Top Mutual funds Comparisons
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