Clarkston Institutional
Denver, CO 80203
1290 Broadway, Suite 1100
ALPS Series Trust
303.623.5277
Management information
Gerald W. Hakala,Lead manager since 31 March 2016
Gerald Hakala is a Co-Founder and Director of Research of Clarkston Capital Partners, LLC. He has co-managed the firm’s investment disciplines since the firm’s inception in 2007. Mr. Hakala has a Bachelor of Business Administration from the University of Michigan and a Master of Business Administration from Michigan State University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Value
Fund familyClarkston Funds
Net assets152.34M
YTD return7.19%
Yield0.74%
Morningstar rating★★
Inception date31 Mar 2016
Fund operations
Last dividend0.12
Last cap gain4.00
Holdings turnover12.00%
Average for categoryN/A
Fees and expenses
ExpenseCILGXCategory average
Annual report expense ratio (net)0.70%0.94%
Prospectus net expense ratio0.70%N/A
Prospectus gross expense ratio0.78%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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