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CLIFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$20.30
Change
-$0.08 (-0.39%)
Net Assets
124.22M

CLIFX Clifford Capital Partners Institutional Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are American Express Company (NYSE:AXP), Kraft Heinz Company (The) (NASDAQ:KHC).

Industry description

The investment seeks long-term capital appreciation. 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.

Market Cap

The average market capitalization across the Clifford Capital Partners Institutional MF is 29.19B. The market cap for tickers in the group ranges from 746.72M to 163.89B. AXP holds the highest valuation in this group at 163.89B. The lowest valued company is PBI at 746.72M.

Volume

The average weekly volume growth across all stocks in the Clifford Capital Partners Institutional MF was 1%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 36
Price Growth Rating: 42
SMR Rating: 46
Profit Risk Rating: 59
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

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
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CLIFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CLIFX has been closely correlated with JVMRX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if CLIFX jumps, then JVMRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CLIFX
1D Price
Change %
CLIFX100%
-0.39%
JVMRX - CLIFX
84%
Closely correlated
-1.18%
MVCAX - CLIFX
83%
Closely correlated
-1.04%
JVMSX - CLIFX
76%
Closely correlated
-1.16%
JVMAX - CLIFX
76%
Closely correlated
-1.18%
VEVYX - CLIFX
75%
Closely correlated
N/A
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