Clarkston Fund Institutional Fund Quote
| CILGX Fund | USD 15.06 0.02 0.13% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Clarkston Fund is trading at 15.06 as of the 24th of April 2024; that is -0.13 percent decrease since the beginning of the trading day. The fund's open price was 15.08. Clarkston Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Clarkston Fund Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests primarily in equity securities of U.S. large market capitalization companies. The funds investments in equity securities may include common stock, preferred stock and convertible securities. It may also invest in foreign equity securities through American Depositary Receipts . More on Clarkston Fund Institutional
Moving together with Clarkston Mutual Fund
| 0.97 | CFMDX | Clarkston Founders | PairCorr |
| 0.65 | CFSMX | Clarkston Partners | PairCorr |
| 0.97 | CIMDX | Clarkston Founders | PairCorr |
| 0.64 | CISMX | Clarkston Partners | PairCorr |
| 0.91 | VVIAX | Vanguard Value Index | PairCorr |
| 0.79 | DOXGX | Dodge Cox Stock | PairCorr |
Clarkston Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Clarkston Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Clarkston Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Clarkston Funds, Large Funds, Large Value Funds, Large Value, Clarkston Funds, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Clarkston Fund Institutional [CILGX] is traded in USA and was established 24th of April 2024. Clarkston Fund is listed under Clarkston Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Clarkston Funds family. This fund currently has accumulated 131.71 M in assets under management (AUM) with minimum initial investment of 10 K. Clarkston Fund Insti is currently producing year-to-date (YTD) return of 1.78% with the current yeild of 0.01%, while the total return for the last 3 years was 2.0%.
Check Clarkston Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clarkston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clarkston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clarkston Fund Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clarkston Fund Institutional Mutual Fund Constituents
| IBM | International Business Machines | Stock | Information Technology |
| PEP | PepsiCo | Stock | Consumer Staples |
| MSFT | Microsoft | Stock | Information Technology |
| WU | Western Union Co | Stock | Information Technology |
| TAP | Molson Coors Brewing | Stock | Consumer Staples |
| SYY | Sysco | Stock | Consumer Staples |
| SCHW | Charles Schwab Corp | Stock | Financials |
Clarkston Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Clarkston Fund jumping above the current price in 90 days from now is about 44.51%. The Clarkston Fund Institutional probability density function shows the probability of Clarkston Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Clarkston Fund has a beta of 0.9125 suggesting Clarkston Fund Institutional market returns are sensitive to returns on the market. As the market goes up or down, Clarkston Fund is expected to follow. Additionally, clarkston Fund Institutional has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Clarkston Fund to move above the current price in 90 days from now is about 44.51 (This Clarkston Fund Institutional probability density function shows the probability of Clarkston Mutual Fund to fall within a particular range of prices over 90 days) .
Clarkston Fund Insti Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Clarkston Fund market risk premium is the additional return an investor will receive from holding Clarkston Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Clarkston Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Clarkston Fund's alpha and beta are two of the key measurements used to evaluate Clarkston Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.497 | |||
| Semi Deviation | 0.7447 | |||
| Standard Deviation | 0.6753 | |||
| Variance | 0.456 |
Clarkston Fund Against Markets
Picking the right benchmark for Clarkston Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Clarkston Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Clarkston Fund is critical whether you are bullish or bearish towards Clarkston Fund Institutional at a given time. Please also check how Clarkston Fund's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Clarkston Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Clarkston Mutual Fund?
Before investing in Clarkston Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Clarkston Fund. To buy Clarkston Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Clarkston Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Clarkston Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Clarkston Fund Institutional fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Clarkston Fund Institutional fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Clarkston Fund Institutional, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Clarkston Fund Institutional?
The danger of trading Clarkston Fund Institutional is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Clarkston Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Clarkston Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Clarkston Fund Insti is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Clarkston Fund Institutional. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Clarkston Fund Insti information on this page should be used as a complementary analysis to other Clarkston Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.