Clarkston Capital Mid Cap Composite (S:0P0001B8WI)
27.44
+0.14
(+0.50%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 13, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Affiliated Managers Group, Inc. | 7.36% | 312.29 | 1.38% |
| Post Holdings, Inc. | 7.30% | 98.11 | -0.99% |
| Clarivate Plc | 6.37% | 3.36 | -2.61% |
| Avantor, Inc. | 5.21% | 12.28 | -1.05% |
| Warner Bros. Discovery, Inc. | 4.30% | 28.40 | -1.68% |
| Lamb Weston Holdings, Inc. | 3.85% | 41.43 | 0.14% |
| Willis Towers Watson Plc | 3.73% | 329.45 | -0.25% |
| US Foods Holding Corp. | 3.72% | 77.31 | 2.28% |
| FedEx Corp. | 3.65% | 311.92 | -0.14% |
| GFL Environmental, Inc. | 3.60% | 42.69 | 0.45% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |