Clarkston Partners Fund (CISMX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CISMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CISMX
CISMX charges 1.00% annually. There are 66 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | CISMX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | CISMX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | CISMX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | CISMX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | CISMX vs VMVIX |
Best Risk-Adjusted Alternatives to CISMX
CISMX has a PortfoliosLab risk / return rank of 3. There are 112 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | CISMX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | CISMX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | CISMX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | CISMX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | CISMX vs NCBVX |
Top Performing CISMX Alternatives (YTD)
CISMX is at -2.22% YTD. There are 113 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | CISMX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | CISMX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | CISMX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | CISMX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | CISMX vs FASOX |
Lowest Volatility Alternatives to CISMX
CISMX has 17.38% 1-year volatility. There are 103 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | CISMX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | CISMX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | CISMX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | CISMX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | CISMX vs ACLAX |
Lowest Drawdown Alternatives to CISMX
CISMX has a 1-year max drawdown of -10.54%. There are 96 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | CISMX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | CISMX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | CISMX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | CISMX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | CISMX vs VMVAX |
Other Mutual Funds from Clarkston Funds
The 2 most viewed Clarkston Funds mutual funds shown here include CIMDX, CILGX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Clarkston Founders Fund | Mid Cap Value Equities | 2 | -8.37% | — | Jan 2017 | CISMX vs CIMDX | |
| Clarkston Fund | Large Cap Value Equities | 3 | -9.14% | — | Apr 2016 | CISMX vs CILGX |
Often Compared With CISMX
Investors most often compare CISMX with CGJIX, VETAX, MVCKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare CISMX with Any Fund or Stock
Compare CISMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CISMX with funds that move differently
Clarkston Partners Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CISMX.
Explore CISMX Diversifiers