CFMDX Mutual Fund

CFMDX Mutual Fund (Clarkston Founders Fund Founders Class) is managed by Clarkston Funds with $12.5M in net assets. CFMDX expense ratio is 0.80%, holding 36 positions across sectors including Information Technology, Financials, Consumer Staples. Inception date: 2021-02-16.

CFMDX performance shows data across multiple time periods. The 1-year return is 3.12% and the 5-year return is 5.45%. CFMDX dividend yield stands at 3.28%, paid annually.

CFMDX top holdings include Post Holdings Inc (11.1%), Clarivate Plc Ordinary Shares (10.7%), Affiliated Managers Group Inc. (5.8%), Avantor Inc (5.3%), Ccc Intelligent Solutions Hold (5.0%). Go to all CFMDX holdings, CFMDX sectors, or CFMDX dividends.

CFMDX can be compared against other funds. Use CFMDX overlap to find shared positions, or CFMDX vs another fund for a side-by-side view. CFMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.