Clifford Capital Partners Fund Investor Class

Frequently Asked Questions About CLFFX

What does CLFFX invest in?

The Clifford Capital Partners Fund Investor Class seeks to achieve significant long-term capital growth for its shareholders. The fund primarily invests in the common stocks of companies, irrespective of their size, that the investment management team believes are currently undervalued by the market at the point of acquisition. These companies are selected for their strong potential to appreciate in value, provided they present a manageable level of risk. The Adviser employs a disciplined, fundamental, "bottom-up" approach to meticulously identify individual equity securities that are trading below their estimated intrinsic value.

What is the expense ratio of CLFFX?

Clifford Capital Partners Fund Investor Class (CLFFX) charges an expense ratio of 1.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CLFFX?

Clifford Capital Partners Fund Investor Class (CLFFX) manages $170.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CLFFX actively managed or an index fund?

CLFFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CLFFX launched?

Clifford Capital Partners Fund Investor Class (CLFFX) launched in February 2014 and is managed by the fund issuer.

How has CLFFX performed?

CLFFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.