What does Lone Peak Value Fund Institutional Class do?

Lone Peak Value Fund Institutional Class (CLIFX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.

What is CLIFX's market cap?

Lone Peak Value Fund Institutional Class (CLIFX) has a market capitalization of approximately $171.2 million, as of July 22, 2026, based on the most recent share price and shares outstanding.

Does CLIFX pay a dividend?

Yes — Lone Peak Value Fund Institutional Class (CLIFX) pays a dividend annually, with a trailing-twelve-month yield of 1.33%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.

CLIFX

Lone Peak Value Fund Institutional Class

NASDAQ·Asset Management · Financial Services

$25.98$0.18−0.69%

Market cap$171.15M·Market closed·Jul 22 8:00 PM UTC

Price Chart

$25.98−$0.18 (−0.69%)today

+28.17%CAGR +5.09%

Select date range

FromTo

Feb 3, 2014Jul 23, 2021 → Jul 23, 2026· 5.0 yrsJul 23, 2026

Key Metrics

DividendDividend Tab

Dividend Yield (FWD)1.33%

Annual Dividend (FWD)$0.35

Dividend Growth (5Y)+0.3%

Dividend Safety—

Payout Ratio26.8%

FCF Payout Ratio—

Most Recent Dividend$0.346

Ex-Dividend DateDec 29

Payment DateDec 29

EarningsEarnings Tab

EPS (FWD)—

P/E Ratio (FWD)—

EPS Growth (1Y)—

EPS Growth (3Y)—

EPS Growth (5Y)—

Next Earnings Date—

Last Report Date—

Reported vs Estimate—

Earnings Surprise—

Income Statement Flow

PRO

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About Lone Peak Value Fund Institutional Class

The fund invests primarily in equity securities of companies of any size that the fund's 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. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

CEO: Mike Gitlin
Sector: Financial Services
Industry: Asset Management
Exchange: NASDAQ
Website: www.capitalgroup.com

Peers

Peers Tab

CLFFX

Clifford Capital Partners Fund Investor Class

Cap

$171.5M

NBREX

Neuberger Berman Mid Cap Instrinsic Value Fd Trust

Cap

$144.8M

SGOAX

SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F

Cap

$140.5M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About CLIFX

What does Lone Peak Value Fund Institutional Class do?: Lone Peak Value Fund Institutional Class (CLIFX) operates in the Asset Management industry within the Financial Services sector. Full company description, peers, and segment breakdown are on the page above.
What is CLIFX's market cap?: Lone Peak Value Fund Institutional Class (CLIFX) has a market capitalization of approximately $171.2 million, as of July 22, 2026, based on the most recent share price and shares outstanding.
Does CLIFX pay a dividend?: Yes — Lone Peak Value Fund Institutional Class (CLIFX) pays a dividend annually, with a trailing-twelve-month yield of 1.33%. Full distribution history, payout ratios, and growth rates are on the Dividend tab.