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Clifford Capital Partners Institutional (CLIFX)

20.09
+0.29
+(1.46%)
At close: 8:00:25 PM EDT
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  • Previous Close 19.80
  • YTD Return -4.25%
  • Expense Ratio 0.90%
  • Category Mid-Cap Value
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 114.15M
  • Beta (5Y Monthly) 0.86
  • Yield 1.67%
  • 5y Average Return --
  • Holdings Turnover 47.10%
  • Last Dividend 0.31
  • Inception Date Oct 17, 2019

The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

Clifford Capital

Fund Family

Mid-Cap Value

Fund Category

114.15M

Net Assets

2019-10-17

Inception Date

More about Clifford Capital Partners Institutional

Performance Overview: CLIFX

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Trailing returns as of 5/14/2025. Category is Mid-Cap Value.

YTD Return

CLIFX
4.25%
Category
21.28%
 

1-Year Return

CLIFX
8.93%
Category
55.83%
 

3-Year Return

CLIFX
2.77%
Category
11.08%
 

5-Year Return

CLIFX
11.88%
Category
11.93%
 

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Holdings: CLIFX

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Sector Weightings

SectorCLIFX
Healthcare   19.05%
Consumer Defensive   16.29%
Technology   13.65%
Communication Services   12.90%
Industrials   12.60%
Consumer Cyclical   10.99%
Energy   7.72%
Financial Services   6.33%
Basic Materials   0.46%
Real Estate   0.00%
Utilities   0.00%
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Recent News: CLIFX

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Research Reports: CLIFX

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