Clifford Capital International Val Instl (CCIVX)
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Clifford Capital International Val Instl
Richmond, VA 23235
8730 Stony Point Parkway, Suite 205
World Funds Trust
(800) 673-0550
Management Information
Allan C. Nichols,Lead Manager since May 5, 2022
Allan C. Nichols is a senior equity analyst at CCP. Prior to joining CCP in June 2019, Allan served as a senior equity analyst at Morningstar for 15 years. He covered international communication stocks. While his primary focus was on Europe, at various times he also covered firms in Latin America, the U.S., Canada, Russia, and Asia. He wrote Morningstar’s InternationalInvestor and managed the live portfolio. Allan was also involved in creating and maintaining the firm’s international cost of equity strategy and was on the Valuation Committee, which oversaw the company’s proprietary valuation model. During his time at Morningstar, Allan lived for three years in the Netherlands and helped establish the firm’s European office for equity analysts. In 2018, Morningstar introduced a new program to honor its top 10 analysts for their stock calls over the previous six years, and Allan was one of them. He was also quoted in publications around the world.
Prior to Morningstar, Allan was a senior equity analyst and portfolio manager at Kirr, Marbach & Co. where he spent six years working on the firm’s international equity side, with the majority of that time spent as portfolio manager. During his tenure he outperformed the EAFE Index. For the other four years at the firm he was a generalist equity analyst on the domestic side.
Allan graduated from The University of Utah in 1986 with a BS in Finance, with an emphasis in investments, and received his MBA from Indiana University in 1994, with a major in Finance and a minor in Economics. He holds the Chartered Financial Analyst designation.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryForeign Large Value
Fund FamilyClifford Capital
Net Assets4.75M
YTD Return-1.25%
Yield0.00%
Morningstar RatingN/A1
Inception DateMay 5, 2022
Fund Operations
Last Dividend0.18
Last Cap Gain-3.00
Holdings Turnover10.56%
Average for CategoryN/A
Fees & Expenses
ExpenseCCIVXCategory Average
Annual Report Expense Ratio (net)1.05%1.03%
Prospectus Net Expense Ratio1.05%N/A
Prospectus Gross Expense Ratio13.20%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.24%
Max Deferred Sales LoadN/A1.23%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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