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CLFFX
Mutual Fund ticker: NASDAQ
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Clifford Capital Partners Investor (CLFFX) Ownership - Who owns Clifford Capital Partners Investor?

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Value

Profile

Category
Mid-Cap Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
1.15
Min. Initial Investment
2500.00
Fund Existence
about 11 years
Turnover
47.10
Front Load
N/A
Net Assets
119117690.00
Manager Tenure
N/A

Fundamentals

CLFFX
Net Assets
119M
Fund Existence
about 11 years
Turnover
47.10
Total Expense Ratio
1.15
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.35
Assets in Top Ten Holdings
45.6M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
608K
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
34.00
Number of Net Holdings
34.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
36.36%
Gain YTD
2.322
Annual Yield % from dividends
1.16
Returns for 1 year
13.31
Returns for 3 years
10.36
Returns for 5 years
87.48
Returns for 10 years
90.05
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General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
World Funds Trust8730 Stony Point Parkway, Suite 205Richmond
Phone
(800) 673-0550
Web
www.theworldfundstrust.com