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
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.
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%.
Average
0.52%
Median
0.25%
Minimum
-1.27%
Maximum
5.39%
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%
| Year | ROE | Change |
|---|---|---|
| 2023 | 5.39% | 272.36% |
| 2022 | 1.45% | -213.63% |
| 2021 | -1.27% | 3.65% |
| 2020 | -1.23% | -505.70% |
| 2019 | 0.30% | -415.95% |
| 2018 | -0.10% | -149.51% |
| 2017 | 0.19% | -73.40% |
| 2016 | 0.73% | -2.53% |
| 2015 | 0.75% | -177.64% |
| 2014 | -0.96% | 32.88% |
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’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%),
| Company | ROE | Market cap |
|---|---|---|
| 0% | $910.67M | |
| 0% | $869.05M | |
| 0% | $904.33M | |
| 0% | $996.36M | |
| 0% | $607.51M | |
| 0% | $607.21M | |
| 6.19% | $945.32M | |
| 0% | $956.65M | |
| 5.00% | $1.06B | |
| 0% | $988.59M |
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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?