Clarkston Founders Fund Institutional (CIMDX)
15.50
-0.11
(-0.70%)
USD |
May 19 2026
CIMDX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 3.12% |
| Stock | 97.03% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.14% |
Market Capitalization
As of March 31, 2026
| Large | 7.60% |
| Mid | 23.52% |
| Small | 68.88% |
Region Exposure
| Americas | 86.42% |
|---|---|
|
North America
|
86.42% |
| Canada | 2.89% |
| United States | 83.52% |
|
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 | 13.73% |
|---|---|
| United Kingdom | 12.11% |
|
Europe Developed
|
1.62% |
| Netherlands | 1.62% |
|
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 | -0.14% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.70% |
| Materials |
|
1.97% |
| Consumer Discretionary |
|
7.24% |
| Financials |
|
15.49% |
| Real Estate |
|
0.00% |
| Sensitive |
|
39.27% |
| Communication Services |
|
1.67% |
| Energy |
|
0.00% |
| Industrials |
|
26.32% |
| Information Technology |
|
11.28% |
| Defensive |
|
36.03% |
| Consumer Staples |
|
17.70% |
| Health Care |
|
18.33% |
| 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 | -- |