Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Clifford Capital Mutual Funds
View all of Clifford Capital’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Clifford Capital Funds List
Share Class Type
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Clifford Capital Partners Institutional | CLIFX | Mid-Cap Value | 3.08% | 92 | 0.900% | Above Average | Institutional | $100,000 | ||
| Clifford Capital Partners Investor | CLFFX | Mid-Cap Value | 2.95% | 93 | 1.150% | Above Average | No Load | $2,500 | ||
| Clifford Capital Fcs Sm Cp Val Instl | FSVVX | Small Value | −6.33% | 100 | 1.050% | Above Average | Institutional | $100,000 | ||
| Clifford Capital Fcs Sm Cp Val Inv | FSVRX | Small Value | −6.33% | 100 | 1.300% | Above Average | No Load | $2,500 | ||
| Clifford Capital Fcs Sm Cp Val Spr Instl | FSVQX | Small Value | −6.84% | 100 | 0.970% | Average | Institutional | $1.0 Mil | ||
| Clifford Capital Partners Super Instl | CLIQX | Mid-Cap Value | 3.06% | 92 | 0.820% | Average | Institutional | $1.0 Mil | ||
| Clifford Capital International Val Instl | CCIVX | Foreign Large Value | — | 4.34% | 81 | 1.050% | High | Institutional | $100,000 | |
| Clifford Capital International Value Inv | CIIRX | Foreign Large Value | — | 5.77% | 81 | 1.300% | High | No Load | $2,500 | |
| Clifford Capital Intl Val Spr Instl | CIVQX | Foreign Large Value | — | 5.96% | 80 | 0.970% | High | Institutional | $1.0 Mil |
Clifford Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank