Clarkston Partners Financials
| CFSMX Fund | USD 15.57 0.03 0.19% |
Clarkston |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Clarkston Partners Fund Summary
Clarkston Partners competes with Clarkston Founders, Clarkston Fund, and Clarkston Partners. 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 . 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.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US02110A6709 |
| Business Address | ALPS Series Trust |
| Mutual Fund Family | Clarkston Funds |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 844 680 6562 |
| Currency | USD - US Dollar |
Clarkston Partners Key Financial Ratios
Clarkston Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clarkston Partners's current stock value. Our valuation model uses many indicators to compare Clarkston Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clarkston Partners competition to find correlations between indicators driving Clarkston Partners's intrinsic value. More Info.Clarkston Partners Fund is the top fund in annual yield among similar funds. It is second largest fund in year to date return among similar funds creating about 2,981 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 Partners' earnings, one of the primary drivers of an investment's value.Clarkston Partners Systematic Risk
Clarkston Partners' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Clarkston Partners volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Clarkston Partners correlated with the market. If Beta is less than 0 Clarkston Partners generally moves in the opposite direction as compared to the market. If Clarkston Partners Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Clarkston Partners is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Clarkston Partners is generally in the same direction as the market. If Beta > 1 Clarkston Partners moves generally in the same direction as, but more than the movement of the benchmark.
Clarkston Partners December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Clarkston Partners help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Clarkston Partners Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Clarkston Partners Fund based on widely used predictive technical indicators. In general, we focus on analyzing Clarkston Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Clarkston Partners's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7056 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 2.77 | |||
| Value At Risk | (0.96) | |||
| Potential Upside | 1.28 |
Other Information on Investing in Clarkston Mutual Fund
Clarkston Partners 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 Partners security.
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