Morningstar

Clifford Capital Fcs Sm Cp Val Spr Instl FSVQX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Clifford Capital Investment Hub

Morningstar’s Analysis FSVQX

Will FSVQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSVQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSVQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSVQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Clifford Capital Fcs Sm Cp Val Spr Instl's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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