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Clifford Capital Partners Institutional CLIFX

Quantitative rating as of
  • NAV / 1-Day Return 18.67  /  0.43 %
  • Total Assets 119.1 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.08%
  • Turnover 11%

Morningstar’s Analysis CLIFX

Will CLIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A sound investment process and strong management team underpin Clifford Capital Partners Institutional's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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