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CISMX
Mutual Fund ticker: NASDAQ
AS OF
Feb 3 closing price
Price
$12.81
Change
-$0.48 (-3.61%)
Net Assets
640.07M

CISMX Clarkston Partners Institutional Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term capital appreciation... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Molson Coors Beverage Company (NYSE:TAP).

Industry description

The investment seeks to achieve long-term capital appreciation. 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 ("ADRs"). 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.

Market Cap

The average market capitalization across the Clarkston Partners Institutional MF is 10.54B. The market cap for tickers in the group ranges from 1.4B to 30.99B. LPLA holds the highest valuation in this group at 30.99B. The lowest valued company is CLVT at 1.4B.

Volume

The average weekly volume growth across all stocks in the Clarkston Partners Institutional MF was 60%. For the same stocks of the MF, the average monthly volume growth was 59% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 53
Price Growth Rating: 58
SMR Rating: 64
Profit Risk Rating: 56
Seasonality Score: -26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
ALPS Series Trust1290 Broadway, Suite 1100Denver
Phone
303.623.5277
Web
www.clarkstonfunds.com
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CISMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CISMX has been closely correlated with MVCAX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if CISMX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CISMX
1D Price
Change %
CISMX100%
-1.76%
MVCAX - CISMX
80%
Closely correlated
+0.38%
VEVYX - CISMX
75%
Closely correlated
+0.38%
JVMSX - CISMX
74%
Closely correlated
+0.56%
JVMTX - CISMX
73%
Closely correlated
+0.59%
JVMIX - CISMX
69%
Closely correlated
+0.59%
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