NASDAQ · Asset Management

Lone Peak Value Fund Institutional Class (CLIFX) Stock

$27.39 +0.00% NASDAQ: CLIFX Financial Services

The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

Valuation

MetricValue
Price$27.39
Market Cap$173.41M
P/E Ratio22.07
P/B Ratio
P/S Ratio
EPS (TTM)$1.24
52-Week High$27.63
52-Week Low$21.54
Dividend Yield1.35%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y29.98%
Return 3Y63.23%
Return 5Y55.19%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ARHVXAmerican Century One Choice 2065 Inv $14.86 -0.20% -408.08 $153.60M 5.59%
BHCFXBaron Health Care Fund $22.51 +4.26% 33.85 $115.87M 0.00%
CLFFXClifford Capital Partners Fund Investor Class $27.13 +0.04% 22.14 $173.42M 1.13%
GRSPXCromwell Greenspring Mid Cap Instl $29.48 -0.24% 23.85 $139.28M 7.51%
ICPAXIntegrity Mid-North American Resources A $8.97 +2.75% 22.88 $199.54M 0.11%

About Lone Peak Value Fund Institutional Class

The fund invests primarily in equity securities of companies of any size that the fund's investment adviser believes are trading at a discount to what they are worth at the time of purchase and have the potential for capital appreciation with acceptable downside risks. The Adviser uses a disciplined "bottom-up" selection process to identify equity securities of companies that appear to be selling at a discount to the Adviser's assessment of their potential value.

Lone Peak Value Fund Institutional Class is headquartered in US.

Lone Peak Value Fund Institutional Class (CLIFX) stock trades at $27.39 with a market capitalization of $173.41M. The stock is valued at a price-to-earnings (P/E) ratio of 22.07. Over the past 52 weeks the stock has ranged between $21.54 and $27.63, and currently trades at its 52-week high. It pays a dividend yielding 1.35%.

Official website: www.capitalgroup.com

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