Clarkston Founders Financial Statements From 2010 to 2025
| CIMDX Fund | USD 15.80 0.21 1.35% |
Check Clarkston Founders financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Clarkston Founders' main balance sheet or income statement drivers, such as , as well as many indicators such as . Clarkston financial statements analysis is a perfect complement when working with Clarkston Founders Valuation or Volatility modules.
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Clarkston Founders Fund Mutual Fund Three Year Return Analysis
Clarkston Founders' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Clarkston Founders Three Year Return | 4.76 % |
Most of Clarkston Founders' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Clarkston Founders Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Clarkston Founders Fund has a Three Year Return of 4.759%. This is much higher than that of the Clarkston Funds family and significantly higher than that of the Mid-Cap Value category. The three year return for all United States funds is notably lower than that of the firm.
Clarkston Founders Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clarkston Founders's current stock value. Our valuation model uses many indicators to compare Clarkston Founders value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clarkston Founders competition to find correlations between indicators driving Clarkston Founders's intrinsic value. More Info.Clarkston Founders Fund is fifth largest fund in annual yield among similar funds. It is fourth largest fund in year to date return among similar funds creating about 55.69 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clarkston Founders' earnings, one of the primary drivers of an investment's value.About Clarkston Founders Financial Statements
Clarkston Founders investors use historical fundamental indicators, such as Clarkston Founders' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Clarkston Founders. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of medium-capitalization companies. It will, however, also invest in equity securities of smaller or larger companies. The fund seeks to achieve long-term capital appreciation while minimizing volatility and risk. To accomplish this goal, it invests in companies that the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flow. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Clarkston Mutual Fund
Clarkston Founders financial ratios help investors to determine whether Clarkston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clarkston with respect to the benefits of owning Clarkston Founders security.
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