Clarkston Fund Institutional Fund Quote

CILGX Fund  USD 15.62  0.20  1.30%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
Clarkston Fund is trading at 15.62 as of the 28th of March 2024; that is 1.30% increase since the beginning of the trading day. The fund's open price was 15.42. Clarkston Fund has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Clarkston Fund Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
Under normal circumstances, the fund invests primarily in equity securities of U.S. large market capitalization companies. The funds investments in equity securities may include common stock, preferred stock and convertible securities. It may also invest in foreign equity securities through American Depositary Receipts . More on Clarkston Fund Institutional

Moving together with Clarkston Mutual Fund

  0.68USG USCF Gold Strategy Symbol ChangePairCorr
  0.92CISMX Clarkston Partners FundPairCorr
  0.95VVIAX Vanguard Value IndexPairCorr
  0.95DOXGX Dodge Cox StockPairCorr
  0.94FFMMX American Funds AmericanPairCorr
  0.94FFFMX American Funds AmericanPairCorr

Clarkston Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Clarkston Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Clarkston Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationClarkston Funds, Large Funds, Large Value Funds, Large Value, Clarkston Funds, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
Clarkston Fund Institutional [CILGX] is traded in USA and was established 28th of March 2024. Clarkston Fund is listed under Clarkston Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Clarkston Funds family. This fund currently has accumulated 131.71 M in assets under management (AUM) with minimum initial investment of 10 K. Clarkston Fund Insti is currently producing year-to-date (YTD) return of 5.55% with the current yeild of 0.01%, while the total return for the last 3 years was 4.34%.
Check Clarkston Fund Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clarkston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clarkston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clarkston Fund Institutional Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Clarkston Fund Institutional Mutual Fund Constituents

IBMInternational Business MachinesStockInformation Technology
PEPPepsiCoStockConsumer Staples
MSFTMicrosoftStockInformation Technology
WUWestern Union CoStockInformation Technology
TAPMolson Coors BrewingStockConsumer Staples
SYYSyscoStockConsumer Staples
SCHWCharles Schwab CorpStockFinancials
More Details

Clarkston Fund Target Price Odds Analysis

Based on a normal probability distribution, the odds of Clarkston Fund jumping above the current price in 90 days from now is near 1%. The Clarkston Fund Institutional probability density function shows the probability of Clarkston Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Clarkston Fund Institutional has a beta of -0.1251 suggesting as returns on benchmark increase, returns on holding Clarkston Fund are expected to decrease at a much lower rate. During the bear market, however, Clarkston Fund Institutional is likely to outperform the market. Additionally, clarkston Fund Institutional has an alpha of 0.1237, implying that it can generate a 0.12 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 15.62HorizonTargetOdds Above 15.62
99.38%90 days
 15.62 
0.59%
Based on a normal probability distribution, the odds of Clarkston Fund to move above the current price in 90 days from now is near 1 (This Clarkston Fund Institutional probability density function shows the probability of Clarkston Mutual Fund to fall within a particular range of prices over 90 days) .

Clarkston Fund Insti Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Clarkston Fund market risk premium is the additional return an investor will receive from holding Clarkston Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Clarkston Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Clarkston Fund's alpha and beta are two of the key measurements used to evaluate Clarkston Fund's performance over the market, the standard measures of volatility play an important role as well.

Clarkston Fund Against Markets

Picking the right benchmark for Clarkston Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Clarkston Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Clarkston Fund is critical whether you are bullish or bearish towards Clarkston Fund Institutional at a given time. Please also check how Clarkston Fund's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Clarkston Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Money Managers Now

   

Money Managers

Screen money managers from public funds and ETFs managed around the world
All  Next Launch Module

How to buy Clarkston Mutual Fund?

Before investing in Clarkston Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Clarkston Fund. To buy Clarkston Fund fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Clarkston Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Clarkston Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Clarkston Fund Institutional fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Clarkston Fund Institutional fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Clarkston Fund Institutional, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Clarkston Fund Institutional?

The danger of trading Clarkston Fund Institutional is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Clarkston Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Clarkston Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Clarkston Fund Insti is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Clarkston Fund Institutional. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price.
Note that the Clarkston Fund Insti information on this page should be used as a complementary analysis to other Clarkston Fund's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Clarkston Mutual Fund analysis

When running Clarkston Fund's price analysis, check to measure Clarkston Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Clarkston Fund is operating at the current time. Most of Clarkston Fund's value examination focuses on studying past and present price action to predict the probability of Clarkston Fund's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Clarkston Fund's price. Additionally, you may evaluate how the addition of Clarkston Fund to your portfolios can decrease your overall portfolio volatility.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Please note, there is a significant difference between Clarkston Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Clarkston Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clarkston Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.