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Morningstar

Clifford Capital

Clifford Capital Parent Rating

Below Average
Morningstar Manager Research

Clifford Capital fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

The firm has a poor risk-adjusted performance record. Across all open-end and exchange-traded funds, the firm’s average overall Morningstar Rating is 1.5 stars. With an average tenure of seven years among the longest-tenured managers at Clifford Capital, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Clifford Capital Investments

Mutual Funds

See All Clifford Capital Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

136.03 Mil

Investment Flows (TTM)

−2.49 Mil

Asset Growth Rate (TTM)

−2.00%

# of Share Classes

9
Morningstar Rating # of Share Classes
0
0
1
1
4
Not Rated 3
Name
Morningstar Rating Overall
5-Year Category Rank
Clifford Capital Partners Institutional88
Clifford Capital Partners Investor89
Clifford Capital Fcs Sm Cp Val Spr Instl—
Clifford Capital Fcs Sm Cp Val Instl—
Clifford Capital Partners Super Instl—
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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