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Clarkston Founders Fund Founders Class: (MF: CFMDX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:44 PM ET

$15.79 USD

+0.08 (0.51%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.26 50
3 months 1.78 47
6 months 4.34 57
1 Year 8.17 80
3 Year 6.28 96
5 Year 4.56 85
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.42
5 Year NA
10 Year NA
Since Inception 4.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.93 2.02 2.96 3.23
2024 4.47 -4.28 6.11 -0.33
2023 3.00 3.88 -5.61 9.45
2022 3.04 -7.54 -6.73 8.51
2021 NA 2.73 -8.82 2.81

Annual Return

20262025202420232022
% Total Return 1.267.425.7610.55-3.57
% Total Return Rel to Index -0.42-10.79-19.25-15.6914.63
% Total Return Rel to Peer -0.50-5.28-13.62-12.4416.12
% Perf Quintile vs Peer* 3.004.000.005.001.00
% Dividends 0.000.060.070.090.11
% Yield 0.000.350.470.380.75
Capital Gains ($) 0.000.480.000.150.78
Expense Ratio 0.000.800.800.800.80

* 1 = Top 20%, 5 = Bottom 20%