Clarkston Founders Fund Founders (CFMDX)
15.68
-0.24
(-1.51%)
USD |
Mar 04 2025
CFMDX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 10.71% |
| Stock | 89.29% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of December 31, 2024
| Large | 15.67% |
| Mid | 29.34% |
| Small | 54.99% |
Region Exposure
| Americas | 83.48% |
|---|---|
|
North America
|
83.48% |
| Canada | 5.54% |
| United States | 77.94% |
|
Latin America
|
0.00% |
As of December 31, 2024. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.43% |
|---|---|
| United Kingdom | 10.66% |
|
Europe Developed
|
5.77% |
| Belgium | 3.92% |
| Ireland | 1.85% |
|
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 | 0.10% |
|---|
Stock Sector Exposure
| Cyclical |
|
29.21% |
| Materials |
|
3.21% |
| Consumer Discretionary |
|
3.32% |
| Financials |
|
22.67% |
| Real Estate |
|
0.00% |
| Sensitive |
|
35.77% |
| Communication Services |
|
5.17% |
| Energy |
|
0.00% |
| Industrials |
|
30.61% |
| Information Technology |
|
0.00% |
| Defensive |
|
35.02% |
| Consumer Staples |
|
28.98% |
| Health Care |
|
6.04% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of June 30, 2024