CLIFX Mutual Fund

CLIFX Mutual Fund (Lone Peak Value Fund Institutional Class) is managed by Clough Capital Partners L.P. with $185.4M in net assets. CLIFX expense ratio is 0.90%, holding 33 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2014-01-30.

CLIFX performance shows a YTD return of 16.96%. The 1-year return is 28.52% and the 5-year return is 8.80%. CLIFX dividend yield stands at 1.30%, paid annually.

CLIFX top holdings include Henry Schein Inc (4.6%), Keurig Dr Pepper Inc (kdp Us) (4.5%), United Parcel Service, Inc (4.4%), Kar Auction Services Inc 144a (4.1%), Cardinal Health Inc. (4.0%). Go to all CLIFX holdings, CLIFX sectors, or CLIFX dividends.

CLIFX can be compared against other funds. Use CLIFX overlap to find shared positions, or CLIFX vs another fund for a side-by-side view. CLIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.