CISMX Mutual Fund
CISMX Mutual Fund
CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS

CISMX Mutual Fund Overview
CISMX Mutual Fund (CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS) is managed by Clarkston Funds with $279.9M in net assets. CISMX expense ratio is 1.00%, holding 27 positions across sectors including Consumer Staples, Information Technology, Financials. Inception date: 2015-09-15.
CISMX performance shows a YTD return of 2.94%. The 1-year return is 3.92% and the 5-year return is -0.43%. CISMX dividend yield stands at 4.52%, paid annually.
CISMX 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 CISMX holdings, sector breakdown, or dividend history.
CISMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CISMX alternatives are available via the screener, along with tax-loss harvesting opportunities.