Clarkston Partners Fund (CISMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CISMX
CISMX charges 1.00% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among CISMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | CISMX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CISMX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | CISMX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | CISMX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | CISMX vs VMVIX |
Best Risk-Adjusted Alternatives to CISMX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | CISMX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | CISMX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | CISMX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | CISMX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | CISMX vs VVOAX |
Top Performing CISMX Alternatives (YTD)
CISMX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | CISMX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | CISMX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | CISMX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | CISMX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | CISMX vs HWMIX |
Lowest Volatility Alternatives to CISMX
CISMX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | CISMX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | CISMX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | CISMX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | CISMX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | CISMX vs RSVAX |
Lowest Drawdown Alternatives to CISMX
CISMX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | CISMX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | CISMX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | CISMX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | CISMX vs ACLAX | |
| Clarkston Founders Fund | -11.30% | Jan 31, 2017 | CISMX vs CIMDX |
Other Mutual Funds from Clarkston Funds
Most popular Clarkston Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Clarkston Fund | Large Cap Value Equities | 7 | -8.14% | Apr 1, 2016 | CISMX vs CILGX |
Often Compared With CISMX
What investors most often compare with CISMX, 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.