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CIMDX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Clarkston Founders Institutional (CIMDX) Ownership - Who owns Clarkston Founders Institutional?

The investment seeks to achieve long-term capital appreciation... Show more

Category: #Mid-Cap Value

Profile

Category
Mid-Cap Value
Address
ALPS Series Trust1290 Broadway, Suite 1100Denver
Phone
303.623.5277
Web
www.clarkstonfunds.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
0.95
Min. Initial Investment
10000.00
Fund Existence
over 8 years
Turnover
17.00
Front Load
N/A
Net Assets
798026000.00
Manager Tenure
N/A

Fundamentals

CIMDX
Net Assets
798M
Fund Existence
over 8 years
Turnover
17.00
Total Expense Ratio
0.95
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
10000
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.99
Assets in Top Ten Holdings
407M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
218M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
27.00
Number of Net Holdings
27.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
50.40%
Gain YTD
1.128
Annual Yield % from dividends
0.47
Returns for 1 year
7.07
Returns for 3 years
10.43
Returns for 5 years
58.46
Returns for 10 years
N/A
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General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
ALPS Series Trust1290 Broadway, Suite 1100Denver
Phone
303.623.5277
Web
www.clarkstonfunds.com