Clipper
2949 E. Elvira Road Suite 101 Tucson AZ 85706
Map
Phone: 800-432-2504
| Category: | Large Blend | | Fund Family: | Clipper Fund | | Net Assets: | 1.13B | | Year-to-Date Return: | 29.76% | | Yield: | 1.61% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Feb-84 |
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Christopher Cullom Davis
Lead Manager since
01-Jan-06 | | | Davis has over seventeen years experience in investment management and securities research. Christopher Davis joined the firm in 1989 after working as a securities analyst, and now directs the portfolio management of our firm?s large cap equity and financial stock portfolios along with Kenneth C. Feinberg. 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
(30-Dec-08):
| 0.84 | | Last Cap Gain
(30-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 78.94% |
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| Expense | CFIMX | Category
Avg | | Total Expense Ratio: | 0.76%
| 1.08% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 243 | $776 | | 5 Yr Expense Projection*: |
$ 422 | $1,291 | | 10 Yr Expense Projection*: |
$ 942 | $2,371 |
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