CLFFX Alternatives & Similar Mutual Funds

Clifford Capital Partners Fund (CLFFX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CLFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CLFFX

CLFFX charges 1.15% annually. There are 82 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FIMVX	Fidelity Mid Cap Value Index Fund	0.05%	—	Jul 2019	CLFFX vs FIMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	0.07%	36.60B	Sep 2011	CLFFX vs VMVAX
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	0.08%	—	Nov 2010	CLFFX vs VMFVX
MYISX	Victory Integrity Small/Mid-Cap Value Fund	0.09%	—	Jul 2011	CLFFX vs MYISX
VMVIX	Vanguard Mid-Cap Value Index Fund	0.19%	—	Aug 2006	CLFFX vs VMVIX

Best Risk-Adjusted Alternatives to CLFFX

CLFFX has a PortfoliosLab risk / return rank of 49. There are 48 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	90	—	Nov 2001	CLFFX vs SMVTX
HAMVX	Harbor Mid Cap Value Fund	88	—	Mar 2002	CLFFX vs HAMVX
NAMAX	Columbia Select Mid Cap Value Fund	85	—	Nov 2001	CLFFX vs NAMAX
FIUSX	Delaware Opportunity Fund	85	—	Aug 1992	CLFFX vs FIUSX
NQVRX	Nuveen Multi Cap Value Fund	83	—	Nov 1997	CLFFX vs NQVRX

Top Performing CLFFX Alternatives (YTD)

CLFFX is at 9.60% YTD. There are 88 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 23.44%.

Symbol	Name	YTD Return	AUM	Inception
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	23.44%	—	Nov 2001	CLFFX vs SMVTX
FSLSX	Fidelity Value Strategies Fund	22.74%	—	Dec 1983	CLFFX vs FSLSX
FASOX	Fidelity Advisor Value Strategies Fund Class I	22.71%	—	Jul 1995	CLFFX vs FASOX
FSOAX	Fidelity Advisor Value Strategies Fund Class A	22.57%	—	Sep 1996	CLFFX vs FSOAX
FASPX	Fidelity Advisor Value Strategies Fund Class M	22.42%	—	Aug 1986	CLFFX vs FASPX

Lowest Volatility Alternatives to CLFFX

CLFFX has 14.55% 1-year volatility. There are 58 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.62%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	11.62%	36.60B	Sep 2011	CLFFX vs VMVAX
VMVIX	Vanguard Mid-Cap Value Index Fund	11.62%	—	Aug 2006	CLFFX vs VMVIX
NMAVX	Nuance Mid Cap Value Fund	11.68%	—	Dec 2013	CLFFX vs NMAVX
ACMVX	American Century Mid Cap Value Fund	11.97%	5.65B	Mar 2004	CLFFX vs ACMVX
ACLAX	American Century Mid Cap Value Fund A Class	11.99%	—	Mar 2004	CLFFX vs ACLAX

Lowest Drawdown Alternatives to CLFFX

CLFFX has a 1-year max drawdown of -9.51%. There are 63 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	-6.31%	—	Aug 1998	CLFFX vs NCBVX
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	-6.51%	—	Dec 2006	CLFFX vs GTTMX
FIUSX	Delaware Opportunity Fund	-6.75%	—	Aug 1992	CLFFX vs FIUSX
HAMVX	Harbor Mid Cap Value Fund	-6.84%	—	Mar 2002	CLFFX vs HAMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	-6.95%	36.60B	Sep 2011	CLFFX vs VMVAX

Often Compared With CLFFX

Investors most often compare CLFFX with PHYQX, AMDVX, ARFFX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PHYQX	PGIM High Yield Fund Class R6	High Yield Bonds	63	1.42%	—	Oct 2011	CLFFX vs PHYQX
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	33	9.73%	—	Jul 2013	CLFFX vs AMDVX
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	75	8.10%	—	Jun 2005	CLFFX vs ARFFX
CISMX	Clarkston Partners Fund	Mid Cap Value Equities	3	-1.19%	—	Sep 2015	CLFFX vs CISMX
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	47	10.82%	—	Jan 1997	CLFFX vs HWMIX
UMCVX	Invesco V.I. American Value Fund	Mid Cap Value Equities	80	20.94%	—	Jan 1997	CLFFX vs UMCVX
VVOIX	Invesco Value Opportunities Fund Class Y	Mid Cap Value Equities	78	20.76%	—	Mar 2005	CLFFX vs VVOIX
FVCSX	Fidelity Advisor Value Strategies Fund Class C	Mid Cap Value Equities	78	22.13%	—	Aug 2001	CLFFX vs FVCSX
RSVAX	Victory RS Value Fund	Mid Cap Value Equities	19	6.38%	—	Jun 1993	CLFFX vs RSVAX
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	76	20.59%	—	Jun 2001	CLFFX vs VVOAX
TCVIX	Touchstone Mid Cap Value Fund	Mid Cap Value Equities	54	14.63%	—	Sep 2009	CLFFX vs TCVIX
CIMDX	Clarkston Founders Fund	Mid Cap Value Equities	3	-7.17%	—	Jan 2017	CLFFX vs CIMDX
PVMIX	Principal MidCap Value Fund I	Mid Cap Value Equities	43	12.17%	—	Dec 2003	CLFFX vs PVMIX
FRNKX	Frank Value Fund	Mid Cap Value Equities	32	11.40%	—	Jul 2004	CLFFX vs FRNKX

Compare CLFFX with Any Fund or Stock

Compare CLFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CLFFX with funds that move differently

Clifford Capital Partners Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CLFFX.

Explore CLFFX Diversifiers

Clifford Capital Partners Fund (CLFFX) Alternatives