- What are the top holdings of CIMDX?
- CLARKSTON FOUNDERS FUND, Institutional Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does CIMDX have?
- CIMDX holds — positions as reported by the fund's most recent disclosure.
- What sectors does CIMDX invest in?
- CLARKSTON FOUNDERS FUND, Institutional Class (CIMDX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is CIMDX most exposed to?
- CIMDX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is CIMDX a US-only fund?
- The country allocation card on this page shows CIMDX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does CIMDX invest in?
- Typically, this fund primarily allocates its capital to common stocks of U.S. companies with medium market valuations. Nevertheless, it maintains the flexibility to invest in the equities of businesses with either smaller or larger market capitalizations. The fund's overarching aim is to deliver significant capital growth over an extended period, simultaneously endeavoring to mitigate market volatility and inherent investment risks. To achieve this, the Adviser focuses on selecting high-quality firms deemed undervalued in comparison to their anticipated long-term free cash flow generation. This fund is structured as non-diversified.
