Clarkston Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return--15.4712.82-7.1912.39
    Category Average--13.6915.87-11.2414.72
    Assets for Each Yr*0.330.640.810.791.00
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.39 6.61 --

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $995 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 100.00 0.85 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  

    Lowest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    Clarkston Institutional 0.65 --
    Clarkston Partners Founders 0.85 --
    Clarkston Founders Instituti 0.91 --

    Highest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    Clarkston Founders Instituti 0.91 --
    Clarkston Partners Founders 0.85 --
    Clarkston Institutional 0.65 --

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Clarkston Partners F Jeffrey A. Hakala 4.00
    Clarkston Institutio Jeffrey A. Hakala 3.50
    Clarkston Founders I Jeffrey A. Hakala 2.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Clarkston Founders I Jeffrey A. Hakala 2.60
    Clarkston Institutio Jeffrey A. Hakala 3.50
    Clarkston Partners F Jeffrey A. Hakala 4.00