Clarkston Founders Fund Institutional (CIMDX)
16.49
+0.47
(+2.93%)
USD |
Feb 24 2026
CIMDX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 9.76% |
| Stock | 90.08% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.16% |
Market Capitalization
As of December 31, 2025
| Large | 9.28% |
| Mid | 26.02% |
| Small | 64.70% |
Region Exposure
| Americas | 89.54% |
|---|---|
|
North America
|
89.54% |
| Canada | 3.35% |
| United States | 86.19% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 10.30% |
|---|---|
| United Kingdom | 7.37% |
|
Europe Developed
|
2.93% |
| Belgium | 2.93% |
|
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 | 0.16% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.76% |
| Materials |
|
2.49% |
| Consumer Discretionary |
|
4.63% |
| Financials |
|
16.64% |
| Real Estate |
|
0.00% |
| Sensitive |
|
32.95% |
| Communication Services |
|
1.09% |
| Energy |
|
0.00% |
| Industrials |
|
25.97% |
| Information Technology |
|
5.89% |
| Defensive |
|
43.30% |
| Consumer Staples |
|
24.13% |
| Health Care |
|
19.17% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.00% |
As of December 31, 2025
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 | -- |