Lone Peak Value FundCLFFX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$144.7M
Expense ratio
1.15%
1-year return
+18.5%
3 years, a year
+13.0%
5 years, a year
+5.8%
Holdings
33
What it aims to do.
The investment objective of the Lone Peak Value Fund (the Fund) is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| HSIC Henry Schein Inc | 4.56% |
| KDP Default | 4.55% |
| UPS United Parcel-B | 4.37% |
| OPLN Default | 4.06% |
| CAH Cardinal Health | 4.05% |
| CSCO Cisco Systems | 3.92% |
| BDX Becton Dickinson | 3.86% |
| AMZN Amazon.Com Inc | 3.71% |
| RKT Default | 3.68% |
| DIS Walt Disney Co | 3.52% |
More on CLFFX.
- CLFFX overview
- CLFFX holdings
- CLFFX risk
- CLFFX costs
- CLFFX money in and out
- CLFFX share classes
- Compare CLFFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.