CFSMX Mutual Fund (CLARKSTON PARTNERS FUND. FOUNDERS CLASS) is managed by Clarkston Funds with $11.3M in net assets. CFSMX expense ratio is 0.85%, holding 27 positions across sectors including Consumer Staples, Information Technology, Financials. Inception date: 2015-09-15.

CFSMX performance shows a YTD return of 6.45%. The 1-year return is 4.08% and the 5-year return is -0.06%. CFSMX dividend yield stands at 4.52%, paid annually.

CFSMX top holdings include Clarivate Analytics Plc (11.2%), Post Holdings Inc (9.5%), Affiliated Managers Group Inc. (7.8%), Ccc Intelligent Solutions Hold (5.9%), Avantor Inc (5.9%). View all CFSMX holdings, sector breakdown, or dividend history.

CFSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.