Mutual Funds

Clifford Capital Partners is the investment advisor for two mutual funds. To review the strategy and key facts for each fund, please select either:

Clifford Capital Partners Fund 

Clifford Focused Small Cap Value Fund 


Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. Value stocks can perform differently from the market as a whole. They can remain undervalued by the market for long periods of time. Funds that emphasize investments in smaller companies generally experience greater price volatility.

For more complete information, please download the fund’s prospectus or call 800.673.0550 for copies. You should consider the fund’s investment objectives, risks, charges, and expenses carefully before you invest. Information about these and other important subjects is in the fund’s prospectus, which you should read carefully before investing.

Foreside Fund Services, LLC is the distributor for the Clifford Capital Partners Funds. Member FINRA/SIPC

Mutual Funds Performance

Annualized as of 12/31/22


Share Class




1 Year

3 Year

5 Year



















Expense Ratio Gross/Net*: CLFFX 1.57%/1.15%, CLIFX 1.45%/0.90%

Small Cap














Expense Ratio Gross/Net*: FSVRX 5.43%/1.30%, FSVVX 6.47%/1.05%

*Clifford Capital Partners, LLC (the Adviser) has contractually agreed to reduce fees and/or reimburse certain fund expenses until January 31, 2024.

Past performance does not guarantee future results. The performance quoted represents past performance, and current performance may be lower or higher. Investment return and principal value of an investment will fluctuate so that investors’ shares, when redeemed, may be worth more or less than their original cost. For the most current month-end performance data please call 800.673.0550.


Information about Risk

Risks of Investing in Equity Securities. Overall stock market risks may affect the value of the Fund. Factors such as domestic economic growth and market conditions, interest rate levels, and political events affect the securities markets. When the value of the Fund's investments goes down, your investment in the Fund decreases in value and you could lose money.

Risks of Small-Cap and Mid-Cap Securities. Investing in the securities of small-cap and mid-cap companies generally involves substantially greater risk than investing in larger, more established companies.

Risks of Large-Cap Securities. Prices of securities of larger companies tend to be less volatile than companies with smaller market capitalizations. In exchange for this potentially lower risk, the Fund’s value may not rise as much as the value of funds that emphasize companies with smaller capitalizations.

Focused Investment Risk. The Fund is a focused fund and generally holds stocks of between only 25 and 35 companies. Focused funds may invest a larger portion of their assets in the securities of a single issuer compared to a more diversified fund. Focusing investments in a small number of companies may subject the Fund to greater share price volatility and therefore a greater risk of loss because a single security’s increase or decrease in value may have a greater impact on the Fund’s value and total return.

Sector Risk. The Fund may emphasize investment in one or more particular business sectors at times, which may cause the value of its share price to be more susceptible to the financial, market, or economic events affecting issuers and industries within those sectors than a fund that does not emphasize investment in particular sectors.

Management Style Risk. Because the Fund invests primarily in value stocks (stocks that the Adviser believes are undervalued), the Fund’s performance may at times be better or worse than the performance of stock funds that focus on other types of stock strategies (e.g., growth stocks), or that have a broader investment style.

New Fund Risk (Focused Small Cap Value Fund). The Fund is recently formed. Accordingly, investors in the Fund bear the risk that the Fund may not be successful in implementing its investment strategy, may not employ a successful investment strategy, or may fail to attract sufficient assets to realize economies of scale, any of which could result in the Fund being liquidated at any time without shareholder approval and at a time that may not be favorable for all shareholders. Such liquidation could have negative tax consequences.

The Clifford Capital Funds are offered only to United States residents, and information on this site is intended for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

The Clifford Capital Partners Funds are distributed by Foreside Fund Services, LLC. Member FINRA/SIPC