Clarkston Partners Fund Institutional Class

Clarkston Partners Fund Institutional Classverified

CISMX

Price:

$13.45

Market Cap:

$829.96M

Under normal circumstances, the fund invests primarily in equity securities of U.S. 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.

Industry

IPO Date

2015-09-15

Stock Exchange

NASDAQ

Ticker

CISMX

The ROE as of December 2025 (TTM) for Clarkston Partners Fund Institutional Class (CISMX) is 5.07%

According to Clarkston Partners Fund Institutional Class’s latest financial reports and current stock price. The company's current ROE is 5.07%. This represents a change of 280.87% compared to the average of 1.33% of the last 4 quarters.

Clarkston Partners Fund Institutional Class (CISMX) Historical ROE (quarterly & annually)

How has CISMX ROE performed in the past?

The mean historical ROE of Clarkston Partners Fund Institutional Class over the last ten years is 0.52%. The current 5.07% ROE has changed 866.20% with respect to the historical average. Over the past ten years (40 quarters), CISMX's ROE was at its highest in in the December 2023 quarter at 3.19%. The ROE was at its lowest in in the June 2014 quarter at 0%.

Quarterly (TTM)
Annual

Average

0.52%

Median

0.25%

Minimum

-1.27%

Maximum

5.39%

Clarkston Partners Fund Institutional Class (CISMX) ROE by Quarter and Year

Discovering the peaks and valleys of Clarkston Partners Fund Institutional Class ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 272.36%

Maximum Annual ROE = 5.39%

Minimum Annual Increase = -505.70%

Minimum Annual ROE = -1.27%

Quarterly (TTM)
Annual
YearROEChange
20235.39%272.36%
20221.45%-213.63%
2021-1.27%3.65%
2020-1.23%-505.70%
20190.30%-415.95%
2018-0.10%-149.51%
20170.19%-73.40%
20160.73%-2.53%
20150.75%-177.64%
2014-0.96%32.88%

Clarkston Partners Fund Institutional Class (CISMX) Average ROE

How has CISMX ROE performed in the past?

The current ROE of Clarkston Partners Fund Institutional Class (CISMX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

1.85%

5-year avg

0.93%

10-year avg

0.52%

Clarkston Partners Fund Institutional Class (CISMX) ROE vs. Peers

How is CISMX’s ROE compared to its peers?

Clarkston Partners Fund Institutional Class’s ROE is less than T. Rowe Price European Stock (0%), less than Artisan Mid Cap Value Fd Investor Shs (0%), greater than American Century One Choice Portfolio: Aggressive Investor Class (0%), greater than Transamerica Small/Mid Cap Value I (0%), less than Brown Advisory Small-Cap Growth Fd Investor Shs (0%), less than Brown Advisory Small Cap Growth Adv Shares (0%), less than Applied Finance Explorer fund Investor Class (6.19%), greater than American Century One Choice 2050 Ptf Investor Class (0%), less than Transamerica International Sm Cp Val I (5.00%), greater than Glenmede Small Cap Equity Portfolio Class Advisor (0%),

Build a custom stock screener for Clarkston Partners Fund Institutional Class (CISMX) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Clarkston Partners Fund Institutional Class using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Clarkston Partners Fund Institutional Class (CISMX) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Clarkston Partners Fund Institutional Class or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Clarkston Partners Fund Institutional Class's ROE?

How is the ROE calculated for Clarkston Partners Fund Institutional Class (CISMX)?

What is the highest ROE for Clarkston Partners Fund Institutional Class (CISMX)?

What is the 3-year average ROE for Clarkston Partners Fund Institutional Class (CISMX)?

What is the 5-year average ROE for Clarkston Partners Fund Institutional Class (CISMX)?

How does the current ROE for Clarkston Partners Fund Institutional Class (CISMX) compare to its historical average?