CLIFX Mutual Fund

CLIFX Mutual Fund (Lone Peak Value Fund Institutional Class) is managed by Clough Capital Partners L.P. with $173.5M in net assets. CLIFX expense ratio is 0.90%, holding 36 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2014-01-30.

CLIFX performance shows a YTD return of 18.01%. The 1-year return is 23.85% and the 5-year return is 9.34%. CLIFX dividend yield stands at 1.29%, paid annually.

CLIFX top holdings include Cisco Systems Inc. - Ordinary Shares (5.2%), Keurig Dr Pepper Inc (kdp Us) (5.0%), Solventum Corp (4.6%), Henry Schein Inc. (4.6%), Cardinal Health (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.