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Morningstar

Clarkston Institutional CILGX

Morningstar Analyst Rating
Quantitative rating as of | See Clarkston Investment Hub
  • NAV / 1-Day Return 14.40  /  0.76 %
  • Total Assets 128.6 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Blend
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.48%
  • Turnover 18%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

Morningstar’s Analysis CILGX

Will CILGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CILGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CILGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CILGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Clarkston Institutional's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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