Cliffwater Mutual Funds List
Here you can find all mutual funds issued by Cliffwater and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 2.98%
- Avg. 1 Year Return
- 7.98%
- Avg. 5 Year Return
- 10.33%
- Median Risk/Return Score
- 100 / 100
Cliffwater Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | Bank Loan, High Yield Bonds | Jun 5, 2019 | 3.27% | 3.28% | — | 10.08% | 100 | ||||||||
| Cliffwater Enhanced Lending Fund | Nontraditional Bonds | Jul 1, 2021 | 2.68% | 4.56% | — | 10.51% | 100 |
Explore top Cliffwater Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Cliffwater Mutual funds by Risk/Return Score
The top Cliffwater Mutual funds by PortfoliosLab Risk/Return Score are CELFX (100) and CCLFX (100).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 100 | — | Jul 2021 | |
| Cliffwater Corporate Lending Fund Class I Shares | 100 | — | Jun 2019 |
Best-Performing Cliffwater Mutual funds Over 5 Years
The top Cliffwater Mutual funds is CELFX (11.94%).
Across the lineup, Cliffwater Mutual funds show an average 1-year return of 7.98% and an average 5-year return of 10.33%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 11.94% | — | Jul 2021 | |
| Cliffwater Corporate Lending Fund Class I Shares | 8.72% | — | Jun 2019 |
Lowest-Cost Cliffwater Mutual funds
The top Cliffwater Mutual funds is CELFX (2.68%).
With an average expense ratio of 2.98%, Cliffwater Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 2.68% | — | Jul 2021 | |
| Cliffwater Corporate Lending Fund Class I Shares | 3.27% | — | Jun 2019 |
Highest-Yield Cliffwater Mutual funds
The top Cliffwater Mutual funds is CELFX (10.51%).
Across the lineup, Cliffwater Mutual funds show an average dividend yield of 10.29%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Cliffwater Enhanced Lending Fund | 10.51% | — | Jul 2021 | |
| Cliffwater Corporate Lending Fund Class I Shares | 10.08% | — | Jun 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.