Clarkston Founders Fund Founders (CFMDX)
18.30
+0.18
(+0.99%)
USD |
Aug 24 2026
CFMDX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 1.42% |
| Stock | 97.94% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.64% |
Market Capitalization
As of June 30, 2026
| Large | 4.97% |
| Mid | 21.02% |
| Small | 74.01% |
Region Exposure
| Americas | 85.60% |
|---|---|
|
North America
|
85.60% |
| Canada | 3.08% |
| United States | 82.53% |
|
Latin America
|
0.00% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 13.76% |
|---|---|
| United Kingdom | 10.70% |
|
Europe Developed
|
3.06% |
| Netherlands | 3.06% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.64% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.83% |
| Materials |
|
1.58% |
| Consumer Discretionary |
|
6.78% |
| Financials |
|
16.47% |
| Real Estate |
|
0.00% |
| Sensitive |
|
35.81% |
| Communication Services |
|
3.12% |
| Energy |
|
0.00% |
| Industrials |
|
20.40% |
| Information Technology |
|
12.29% |
| Defensive |
|
39.36% |
| Consumer Staples |
|
16.34% |
| Health Care |
|
23.01% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of June 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |