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Clarkston Partners Fund. Founders Class: (MF: CFSMX)

(NASDAQ Mutual Funds) As of Nov 2, 2026 05:51 PM ET

$14.50 USD

+0.24 (1.68%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.16 80
3 months 1.22 41
6 months 6.84 81
1 Year 3.00 83
3 Year 2.84 98
5 Year 1.82 92
10 Year 6.28 96

* 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 Sep 30, 2026

1 Year 3.00
5 Year 1.81
10 Year 6.28
Since Inception 7.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.51 5.56 1.22 NA
2025 -6.06 -3.51 2.27 -1.11
2024 4.20 -6.15 6.99 -0.05
2023 0.00 5.84 -7.59 8.92
2022 3.18 -7.25 -4.69 9.77
2021 13.31 0.53 -7.63 2.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.16-8.334.576.530.108.1117.5524.13-7.0813.0315.65
% Total Return Rel to Index -8.58-26.55-20.44-19.7018.31-20.56-0.84-7.35-2.68-8.763.71
% Total Return Rel to Peer -5.14-21.04-14.81-16.4619.80-13.94-2.36-4.28-0.22-7.647.83
% Perf Quintile vs Peer* 2.005.005.005.001.005.003.005.003.005.001.00
% Dividends 0.000.060.070.050.160.050.060.120.090.040.05
% Yield 0.430.450.470.411.020.350.370.890.770.290.47
Capital Gains ($) 0.000.520.080.472.140.080.500.380.700.130.07
Expense Ratio 0.850.850.850.850.850.850.850.850.850.850.00

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