CIMDX
CLARKSTON FOUNDERS FUND, Institutional Class
1W: -1.8%
1M: -8.2%
3M: -2.8%
YTD: +0.0%
1Y: -0.8%
3Y: +19.6%
5Y: +18.0%
$16.43
-0.15 (-0.90%)
Weekly Expected Move ±2.0%
$16
$16
$17
$17
$17
Similar ETFs
20 peers by holdings overlap (29 holdings)
CILGX
CLARKSTON FUND, INSTITUTIONAL CLASS
71.1%
Shared22 holdings
Total27
AUM$151M
Price$16.48
OAKLX
Oakmark Select Fund Investor Class
10.3%
Shared4 holdings
Total24
AUM$8.5B
Price$102.62
OAKGX
Oakmark Global Fund Investor Class
9.3%
Shared4 holdings
Total52
AUM$1.1B
Price$40.51
LYRIX
Lyrical U.S. Value Equity Fund Institutional Class
9.1%
Shared4 holdings
Total31
AUM$1.2B
Price$33.07
CLFFX
Clifford Capital Partners Fund Investor Class
8.6%
Shared3 holdings
Total32
AUM$166M
Price$25.91
OAKBX
Oakmark Equity And Income Fund Investor Class
8.5%
Shared5 holdings
Total49
AUM$5.7B
Price$39.58
OAKWX
Oakmark Global Select Fund Investor Class
8.0%
Shared3 holdings
Total25
AUM$813M
Price$26.31
ARTQX
Artisan Mid Cap Value Fd Investor Shs
7.9%
Shared4 holdings
Total51
AUM$928M
Price$16.14
DHMAX
Diamond Hill Small-Mid Cap Fund
7.8%
Shared4 holdings
Total60
AUM$822M
Price$26.61
WOOPX
JPMorgan SMID Cap Equity Fund Class I
7.1%
Shared7 holdings
Total107
AUM$294M
Price$17.30
UBVLX
Undiscovered Managers Behavioral Value Fund
6.9%
Shared4 holdings
Total88
AUM$8.3B
Price$82.93
BARAX
Baron Asset Fund Retail Class
6.8%
Shared5 holdings
Total48
AUM$3.5B
Price$92.71
VMACX
Virtus KAR Mid-Cap Core Fund
6.8%
Shared4 holdings
Total30
AUM$1.6B
Price$53.03
DODGX
Dodge & Cox Stock I
6.7%
Shared8 holdings
Total86
AUM$6.0B
Price$17.19
ALVIX
Focused Large Cap Value Investor Class
6.6%
Shared4 holdings
Total49
AUM$2.8B
Price$11.44
USFE
First Eagle US Equity ETF
6.6%
Shared3 holdings
Total53
AUM$1.5B
Price$35.78
FPACX
FPA Crescent Fund
6.6%
Shared4 holdings
Total65
AUM$12.4B
Price$45.90
DODBX
Dodge & Cox Balanced Fund
6.6%
Shared8 holdings
Total94
AUM$14.0B
Price$13.44
MINVX
Madison Large Cap Fund Class Y
6.5%
Shared4 holdings
Total29
AUM$313M
Price$30.25
NEFOX
Natixis Oakmark Fund Class A
6.4%
Shared4 holdings
Total58
AUM$893M
Price$31.29
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| LYRIX | $1.2B | 31 | 49.7% | 17.2 | 4.0 | 1.1 | 22.3% | 5.8% | 1.15% | +11.4% | +31.0% | 52.3 | 6.5 |
| CLFFX | $166M | 32 | 40.3% | 22.5 | 4.0 | 2.2 | 19.7% | 9.7% | 2.02% | +15.7% | +17.2% | 49.4 | 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 |
| 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 |
| ARTQX | $928M | 51 | 28.1% | 19.5 | 2.5 | 1.4 | 13.0% | 6.8% | 2.10% | +12.5% | +7.4% | 52.3 | 6.5 |
| DHMAX | $822M | 60 | 29.8% | 21.1 | 1.4 | 1.0 | 4.2% | 3.1% | 1.36% | +9.5% | +25.4% | 45.7 | 6.1 |
| WOOPX | $294M | 107 | 14.6% | 25.8 | 3.8 | 1.9 | 14.3% | 7.0% | 0.99% | +14.7% | +17.0% | 57.7 | 6.2 |