CLIFX ETF
Lone Peak Value Fund Institutional Class

CLIFX ETF Overview
CLIFX ETF (Lone Peak Value Fund Institutional Class) is managed by Clough Capital Partners with $148.3M in net assets. CLIFX expense ratio is 0.90%, holding 32 positions across sectors including Health Care, Consumer Discretionary, Financials. Inception date: 2014-01-30.
CLIFX performance shows a YTD return of 3.55%. The 1-year return is 18.74% and the 5-year return is 9.67%. CLIFX dividend yield stands at 1.40%, paid annually.
CLIFX top holdings include Solventum Corp (4.4%), Henry Schein Inc. (4.3%), NCR Voyix Corp (4.2%), Johnson & Johnson (4.2%), Becton Dickinson and Company (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.