Clifford Capital Partners Fund Quote
| CLFFX Fund | USD 20.99 0.07 0.33% |
PerformanceSolid
| Odds Of DistressLow
|
Clifford Capital is trading at 20.99 as of the 19th of July 2025; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 21.06. Clifford Capital has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests primarily in equity securities of companies of any size that the funds 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. More on Clifford Capital Partners
Moving together with Clifford Mutual Fund
Clifford Mutual Fund Highlights
| Fund Concentration | Clifford Capital Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Clifford Capital (View all Sectors) |
| Update Date | 30th of June 2025 |
Clifford Capital Partners [CLFFX] is traded in USA and was established 19th of July 2025. Clifford Capital is listed under Clifford Capital category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Clifford Capital family. This fund currently has accumulated 17.46 M in assets under management (AUM) with no minimum investment requirementsClifford Capital Partners is currently producing year-to-date (YTD) return of 8.67% with the current yeild of 0.01%, while the total return for the last 3 years was 10.75%.
Check Clifford Capital Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clifford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clifford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clifford Capital Partners Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clifford Capital Partners Mutual Fund Constituents
| AZO | AutoZone | Stock | Consumer Discretionary | |
| CTBI | Community Trust Bancorp | Stock | Financials | |
| KHC | Kraft Heinz Co | Stock | Consumer Staples | |
| CAH | Cardinal Health | Stock | Health Care | |
| URBN | Urban Outfitters | Stock | Consumer Discretionary | |
| EXC | Exelon | Stock | Utilities | |
| DNB | Dun Bradstreet Holdings | Stock | Industrials | |
| TEVA | Teva Pharma Industries | Stock | Health Care |
Clifford Capital Partners Risk Profiles
| Mean Deviation | 0.7011 | |||
| Semi Deviation | 0.5059 | |||
| Standard Deviation | 0.9223 | |||
| Variance | 0.8506 |
Clifford Capital Against Markets
Other Information on Investing in Clifford Mutual Fund
Clifford Capital financial ratios help investors to determine whether Clifford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clifford with respect to the benefits of owning Clifford Capital security.
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