Morningstar

Clifford Capital

Clifford Capital Parent Rating

Below Average
Morningstar Manager Research

Clifford Capital lags peer asset managers in a number of stewardship qualities, resulting in a Below Average Parent Pillar rating.

The firm has a poor risk-adjusted performance record. Across all open-end and exchange-traded funds, the firm’s average overall Morningstar Rating is 1.7 stars. Clifford Capital fails to showcase longevity across its product shelf, as evidenced by its five-year success ratio. Over this time period, only 0% of its roster has been able to both survive and beat its respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fees on its funds are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

Clifford Capital Investments

Mutual Funds

View All Clifford Capital Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

136.66 Mil

Investment Flows (TTM)

−11.18 Mil

Asset Growth Rate (TTM)

−8.71%

# of Share Classes

9
Morningstar Rating # of Share Classes
0
0
2
1
3
Not Rated 3
Name
Morningstar Rating Overall
5-Year Category Rank
Clifford Capital Partners Institutional72
Clifford Capital Partners Investor77
Clifford Capital Partners Super Instl—
Clifford Capital Fcs Sm Cp Val Spr Instl—
Clifford Capital Fcs Sm Cp Val Instl—
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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