Nasdaq - Delayed Quote USD
Clarkston Founders Founders (CFMDX)
At close: 8:00 PM EDT
Fund Summary
Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of medium-capitalization companies. It will, however, also invest in equity securities of smaller or larger companies. The fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. To accomplish this goal, it invests in companies that the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flow. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 10.56% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 1 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 5.66% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 99 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CFMDX | Category Average | CFMDX | Category Average | CFMDX | Category Average | |
| Alpha | -4.73 | -0.09 | -4.1 | -0.07 | -- | -0.06 |
| BETA | 0.81 | 0.01 | 0.87 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.53 | 0.01 | 0.89 | 0.01 | -- | 0.01 |
| R-squared | 72.37 | 0.85 | 76.1 | 0.82 | -- | 0.84 |
| Standard Deviation | 16.65 | 0.25 | 17.98 | 0.2 | -- | 0.17 |
| Sharpe Ratio | 0.16 | 0.01 | 0.45 | 0.01 | -- | 0.01 |
| Treynor Ratio | 1.59 | 0.08 | 7.96 | 0.09 | -- | 0.09 |
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