Clipper
2949 E. Elvira Road Suite 101 Tucson AZ 85706
Map
Phone: 800-432-2504
| Category: | Large Blend | | Fund Family: | Clipper Fund | | Net Assets: | 1.18B | | Year-to-Date Return: | 38.04% | | Yield: | 1.51% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Feb-84 |
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Christopher Cullom Davis
Lead Manager since
01-Jan-06 | | | Christopher C. Davis ?Portfolio Manager and Research Analyst Christopher Davis is a research analyst and Chair of the Portfolio Review Committee which oversees the management of the Davis Global, International and All-Cap strategies. Mr. Davis with Kenneth Feinberg is Portfolio Manager for all large cap equity and concentrated equity portfolios. Mr. Davis joined the firm in 1989 after working as a securities analyst. He received his M.A. from the University of St. Andrews in Scotland. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $4,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth and capital preservation. The fund invests the majority of assets in equity securities issued by large companies. It's nondiversified. |
| Last Dividend
(1-Dec-09):
| 0.46 | | Last Cap Gain
(30-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 78.74% |
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| Expense | CFIMX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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