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Clifford Capital Partners Investor (CLFFX)

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18.14+0.31 (+1.74%)
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Clifford Capital Partners Investor

Richmond, VA 23235

8730 Stony Point Parkway, Suite 205

World Funds Trust

(800) 673-0550
管理資訊
Ryan P. Batchelor,2014年1月29日 起的牽頭經辦人
Ryan P. Batchelor is Principal, co-founder and Portfolio Manager at Clifford Capital Partners. Prior to founding Clifford in April of 2010, Ryan served as a Senior Equity Analyst at Wells Capital Management from 2007 to 2010 for the Disciplined Value team, which managed a Morningstar-rated five-star mid-cap mutual fund. Ryan was a generalist, scouring all sectors of the market but also had specific responsibility for the financial services sector. Ryan was commended for timely trading recommendations at advantageous buying and selling points and for quick and thorough company- specific and industry-wide analyses in an environment of rapid change and disruption.   Before joining Wells Capital Management, Ryan was an Equity Strategist and Analyst with Morningstar, Inc. for three years where he served as specialty finance analyst and team leader. He initiated the five-page InternationalInvestor section in the firm's flagship StockInvestor monthly stock investment newsletter and implemented department-wide improvements to Morningstar's foreign coverage universe. Ryan was quoted regularly in local and national media, including The Wall Street Journal, Barron's, The Economist, Financial Times, USA Today, and US News & World Report. He also made live television appearances on CNBC and Bloomberg TV, as well as radio spots on NPR, Bloomberg Radio and local stations.   Ryan graduated summa cum laude from Brigham Young University - Hawaii in 1999 with a BS in Accounting and received his MBA in Finance from the Marriott School of Management at Brigham Young University in 2004. He holds the Chartered Financial Analyst® designation and is a Certified Public Accountant (CPA).
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作,幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點,並會顥示在晨星風格箱旁邊。
https://s.yimg.com/lq/i/fi/3_0stylelargeeq4.gif
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況,但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險,並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金,我們在分配一個永久類別前,會先預測該基金的類別。必要時,我們可能會根據投資組合最新的變化來更改類別分配。

基金總覽

類別Mid-Cap Value
基金家族Clifford Capital
淨資產115.45M
本年度至今日回報-3.95%
收益率1.14%
晨星評級★★
成立日期2014年1月29日

基金運作

上次股息0.21
上次資本增益-9.00
持股週轉率27.59%
組別平均

費用與支出

支出CLFFX類別平均
年報支出比率 (淨值)1.15%1.01%
招股書淨支出比率1.15%
招股書總支出比率1.59%
最高 12b1 費用
最高首次認購費5.38%
最高遞延銷售費用1.14%
3 年支出預測0
5 年支出預測0
10 年支出預測0