CFMDX Mutual Fund
CFMDX Mutual Fund
Clarkston Founders Fund Founders Class

CFMDX Mutual Fund Overview
CFMDX Mutual Fund (Clarkston Founders Fund Founders Class) is managed by Clarkston Funds with $12.2M in net assets. CFMDX expense ratio is 0.80%, holding 29 positions across sectors including Information Technology, Consumer Staples, Health Care. Inception date: 2021-02-16.
CFMDX performance shows a YTD return of 1.14%. The 1-year return is 2.99% and the 5-year return is 1.93%. CFMDX dividend yield stands at 3.38%, paid annually.
CFMDX top holdings include Clarivate Analytics Plc (12.5%), Post Holdings Inc (9.3%), Affiliated Managers Group Inc. (7.3%), Avantor Inc (5.5%), Ccc Intelligent Solutions Hold (5.5%). View all CFMDX holdings, sector breakdown, or dividend history.
CFMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.