CISMX Mutual Fund

CISMX Mutual Fund (CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS) is managed by Clarkston Funds with $277.0M in net assets. CISMX expense ratio is 1.00%, holding 31 positions across sectors including Information Technology, Consumer Staples, Industrials. Inception date: 2015-09-15.

CISMX performance shows a YTD return of 4.21%. The 1-year return is 2.91% and the 5-year return is 2.24%. CISMX dividend yield stands at 4.47%, paid annually.

CISMX top holdings include Post Holdings Inc (9.1%), Clarivate Plc Ordinary Shares (8.7%), Affiliated Managers Group Inc. (8.2%), Avantor Inc (6.0%), Ccc Intelligent Solutions Hold (5.9%). Go to all CISMX holdings, CISMX sectors, or CISMX dividends.

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