Clarkston Partners Fund Founders (CFSMX)
12.14
-0.08
(-0.65%)
USD |
May 19 2026
CFSMX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 5.47% |
| Stock | 98.88% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -4.35% |
Market Capitalization
As of March 31, 2026
| Large | 3.53% |
| Mid | 12.24% |
| Small | 84.23% |
Region Exposure
| Americas | 93.15% |
|---|---|
|
North America
|
93.15% |
| Canada | 3.14% |
| United States | 90.01% |
|
Latin America
|
0.00% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 11.19% |
|---|---|
| United Kingdom | 11.19% |
|
Europe Developed
|
0.00% |
|
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 | -4.35% |
|---|
Stock Sector Exposure
| Cyclical |
|
17.41% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
4.00% |
| Financials |
|
13.41% |
| Real Estate |
|
0.00% |
| Sensitive |
|
39.81% |
| Communication Services |
|
4.76% |
| Energy |
|
0.00% |
| Industrials |
|
21.62% |
| Information Technology |
|
13.43% |
| Defensive |
|
42.78% |
| Consumer Staples |
|
23.47% |
| Health Care |
|
19.31% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 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 | -- |