CLIQX Mutual Fund
CLIQX Mutual Fund
Lone Peak Value Fund Super Institutional Class

CLIQX Mutual Fund Overview
CLIQX Mutual Fund (Lone Peak Value Fund Super Institutional Class) is managed by Clough Capital Partners L.P. with $19,915.73 in net assets. CLIQX expense ratio is 0.82%, holding 33 positions across sectors including Consumer Discretionary, Health Care, Information Technology. Inception date: 2019-10-17.
CLIQX performance shows a YTD return of 14.32%. The 1-year return is 27.24% and the 5-year return is 7.87%. CLIQX dividend yield stands at 1.40%, paid annually.
CLIQX top holdings include Henry Schein Inc (4.6%), Green Mountain Coffee Inc (4.5%), United Parcel Service, Inc (4.4%), Kar Auction Services Inc 144a (4.1%), Cardinal Health (4.0%). View all CLIQX holdings, sector breakdown, or dividend history.
CLIQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLIQX alternatives are available via the screener, along with tax-loss harvesting opportunities.