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.
- NAV / 1-Day Return 14.40 / 0.76 %
- Total Assets 128.6 Mil
-
Adj. Expense Ratio
- 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%
Morningstar’s Analysis CILGX
Will CILGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.