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Nasdaq - Delayed Quote USD

Clipper (CFIMX)

137.33
-3.30
(-2.35%)
At close: March 28 at 8:03:36 PM EDT
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  • Previous Close 140.63
  • YTD Return 6.15%
  • Expense Ratio 0.71%
  • Category Large Value
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.19B
  • Beta (5Y Monthly) 1.01
  • Yield 0.87%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 1.41
  • Inception Date Feb 29, 1984

The fund's investment adviser uses the Davis Investment Discipline to invest Clipper Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion. The fund's portfolio generally contains between 15 and 35 companies, although the precise number of its investments will vary over time. It is non-diversified.

Clipper Fund

Fund Family

Large Value

Fund Category

1.19B

Net Assets

1984-02-29

Inception Date

More about Clipper

Performance Overview: CFIMX

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Trailing returns as of 3/28/2025. Category is Large Value.

YTD Return

CFIMX
6.15%
Category
4.44%
 

1-Year Return

CFIMX
16.98%
Category
14.37%
 

3-Year Return

CFIMX
12.03%
Category
6.04%
 

5-Year Return

CFIMX
13.66%
Category
9.20%
 

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Holdings: CFIMX

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Sector Weightings

SectorCFIMX
Financial Services   38.09%
Communication Services   19.16%
Healthcare   16.88%
Consumer Cyclical   10.38%
Technology   7.09%
Energy   3.22%
Industrials   2.19%
Basic Materials   1.98%
Consumer Defensive   1.01%
Real Estate   0.00%
Utilities   0.00%
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Recent News: CFIMX

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Research Reports: CFIMX

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