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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 Clarkston Partners Founders Forecast, Technical & Fundamental Analysis

Category MidCapValue
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
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CFSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CFSMX has been closely correlated with MVCAX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if CFSMX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFSMX
1D Price
Change %
CFSMX100%
+0.48%
MVCAX - CFSMX
81%
Closely correlated
-1.04%
VEVYX - CFSMX
75%
Closely correlated
N/A
JVMAX - CFSMX
71%
Closely correlated
-1.18%
JVMSX - CFSMX
70%
Closely correlated
-1.16%
JVMIX - CFSMX
69%
Closely correlated
-1.18%
More