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

(NASDAQ Mutual Funds) As of Sep 2, 2026 05:47 PM ET

$14.40 USD

+0.02 (0.14%)

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 Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 9.27 47
3 months 7.66 8
6 months 6.02 58
1 Year 10.02 68
3 Year 1.85 98
5 Year 1.75 92
10 Year 6.87 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 Jul 31, 2026

1 Year 4.08
5 Year -0.02
10 Year 6.72
Since Inception 7.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.51 5.56 NA 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 9.27-8.334.576.530.108.1117.5524.13-7.0813.0315.65
% Total Return Rel to Index -7.30-26.55-20.44-19.7018.31-20.56-0.84-7.35-2.68-8.763.71
% Total Return Rel to Peer -7.05-21.04-14.81-16.4619.80-13.94-2.36-4.28-0.22-7.647.83
% Perf Quintile vs Peer* 5.005.005.005.001.005.003.005.003.005.001.00
% Dividends 0.000.060.070.050.160.050.060.120.090.040.05
% Yield 0.000.450.470.411.020.350.370.890.770.290.47
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%