Nasdaq - Delayed Quote USD

Clifford Capital Partners Super Instl (CLIQX)

18.18 -0.23 (-1.25%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Mid-Cap Value
Fund Family Clifford Capital
Net Assets 115.45M
YTD Return -3.88%
Yield 1.49%
Morningstar Rating
Inception Date Jan 30, 2014

Performance & Risk

YTD Return 0.66%
5y Average Return 0.00%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

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