CLIFX Mutual Fund (Lone Peak Value Fund Institutional Class) is managed by Clough Capital Partners L.P. with $176.0M in net assets. CLIFX expense ratio is 0.90%, holding 33 positions across sectors including Information Technology, Unknown, Consumer Discretionary. Inception date: 2014-01-30.

CLIFX performance shows a YTD return of 14.29%. The 1-year return is 27.15% and the 5-year return is 7.80%. CLIFX dividend yield stands at 1.33%, paid annually.

CLIFX top holdings include Henry Schein Inc (4.6%), Keurig Dr Pepper Inc. (4.5%), United Parcel Service -class B (4.4%), Kar Auction Services Inc 144a (4.1%), Cardinal Health Inc. (4.0%). View all CLIFX holdings, sector breakdown, or dividend history.

CLIFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.