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CFSMX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$14.93
Change
-$0.30 (-1.97%)
Net Assets
1.21B

CFSMX price forecast, quote, news & analysis

Category: @Mid-Cap Value
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Molson Coors Beverage Company (NYSE:TAP).

Industry description

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of small- and medium-market capitalization companies. Its investments in equity securities may include common stock, preferred stock and convertible securities. The fund may also invest in foreign equity securities through American Depositary Receipts ("ADRs"). It invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. The fund is non-diversified.

Market Cap

The average market capitalization across the Clarkston Partners Founders MF is 9.05B. The market cap for tickers in the group ranges from 2.09B to 19.67B. LPLA holds the highest valuation in this group at 19.67B. The lowest valued company is WLY at 2.09B.

Volume

The average weekly volume growth across all stocks in the Clarkston Partners Founders MF was -19%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 40
Price Growth Rating: 47
SMR Rating: 73
Profit Risk Rating: 54
Seasonality Score: 47 (-100 ... +100)
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A.I. Advisor
published General Information

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