CILGX
CLARKSTON FUND, INSTITUTIONAL CLASS
1W: +0.0%
1M: -5.2%
3M: +2.7%
YTD: +2.6%
1Y: +2.5%
3Y: +26.2%
5Y: +24.0%
$16.48
+0.00 (+0.00%)
Weekly Expected Move ±2.0%
$16
$16
$16
$17
$17
Similar ETFs
20 peers by holdings overlap (27 holdings)
CIMDX
CLARKSTON FOUNDERS FUND, Institutional Class
71.1%
Shared22 holdings
Total29
AUM$775M
Price$16.43
OAKLX
Oakmark Select Fund Investor Class
17.3%
Shared5 holdings
Total24
AUM$8.5B
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OAKWX
Oakmark Global Select Fund Investor Class
15.4%
Shared4 holdings
Total25
AUM$813M
Price$26.31
OAKBX
Oakmark Equity And Income Fund Investor Class
12.7%
Shared6 holdings
Total49
AUM$5.7B
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DODGX
Dodge & Cox Stock I
11.5%
Shared11 holdings
Total86
AUM$6.0B
Price$17.19
DODBX
Dodge & Cox Balanced Fund
11.3%
Shared11 holdings
Total94
AUM$14.0B
Price$13.44
OAKGX
Oakmark Global Fund Investor Class
10.7%
Shared5 holdings
Total52
AUM$1.1B
Price$40.51
ACEIX
Invesco Equity and Income Fund Class A
10.5%
Shared9 holdings
Total72
AUM$12.6B
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NEFOX
Natixis Oakmark Fund Class A
10.1%
Shared5 holdings
Total58
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OAKMX
Oakmark Fund Investor Class
10.0%
Shared5 holdings
Total59
AUM$23.5B
Price$178.46
MINVX
Madison Large Cap Fund Class Y
9.8%
Shared5 holdings
Total29
AUM$313M
Price$30.25
FMIHX
FMI Large Cap Fund Investor Class
9.4%
Shared3 holdings
Total26
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BARAX
Baron Asset Fund Retail Class
9.4%
Shared5 holdings
Total48
AUM$3.5B
Price$92.71
BDJ
BlackRock Enhanced Equity Dividend Trust
9.0%
Shared8 holdings
Total83
AUM$1.7B
Price$9.41
SENCX
Touchstone Large Cap Focused A
8.5%
Shared6 holdings
Total44
AUM$3.5B
Price$90.69
VMACX
Virtus KAR Mid-Cap Core Fund
8.4%
Shared4 holdings
Total30
AUM$1.6B
Price$53.03
SEBLX
Touchstone Balanced Fund Class A
8.2%
Shared6 holdings
Total45
AUM$973M
Price$31.50
BMCIX
BlackRock High Equity Income Fund
8.0%
Shared8 holdings
Total94
AUM$2.0B
Price$31.61
FPACX
FPA Crescent Fund
8.0%
Shared4 holdings
Total65
AUM$12.4B
Price$45.90
USFE
First Eagle US Equity ETF
7.9%
Shared3 holdings
Total53
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Price$35.78
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CILGX | $151M | 27 | 56.6% | 17.4 | 2.0 | 1.9 | 10.7% | 10.3% | 1.27% | +9.6% | +18.2% | 47.6 | 6.2 |
| CIMDX | $775M | 29 | 58.1% | 21.8 | 2.4 | 1.8 | 8.8% | 6.7% | 1.09% | +5.6% | +22.3% | 44.9 | 6.1 |
| OAKLX | $8.5B | 24 | 52.1% | 15.5 | 4.0 | 3.8 | 28.5% | 23.7% | 1.01% | +18.8% | +21.6% | 50.4 | 5.9 |
| OAKWX | $813M | 25 | 49.1% | 13.9 | 2.6 | 2.3 | 19.7% | 16.3% | 2.51% | +26.6% | +16.4% | 47.8 | 5.9 |
| OAKBX | $5.7B | 49 | 20.5% | 16.0 | 4.2 | 3.8 | 30.2% | 23.8% | 1.66% | +26.5% | +38.1% | 52.9 | 6.3 |
| DODGX | $6.0B | 86 | 28.1% | 13.0 | 3.3 | 2.6 | 28.3% | 20.1% | 1.92% | +9.9% | +40.6% | 47.2 | 6.1 |
| DODBX | $14.0B | 94 | 15.5% | 13.3 | 2.5 | 2.0 | 19.9% | 15.0% | 2.12% | +10.9% | +38.1% | 46.9 | 6.0 |
| OAKGX | $1.1B | 52 | 27.9% | 12.1 | 3.2 | 3.7 | 31.4% | 30.8% | 2.18% | +24.9% | +23.6% | 53.8 | 6.2 |
| ACEIX | $12.6B | 72 | 16.2% | 13.3 | 2.8 | 2.4 | 22.7% | 18.0% | 2.16% | +17.3% | +32.0% | 51.7 | 6.2 |
| NEFOX | $893M | 58 | 27.6% | 15.6 | 3.3 | 2.9 | 22.9% | 18.4% | 1.74% | +18.2% | +31.3% | 51.8 | 6.3 |
| OAKMX | $23.5B | 59 | 27.2% | 15.7 | 3.3 | 2.9 | 23.0% | 18.4% | 1.72% | +18.2% | +31.9% | 51.6 | 6.3 |