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    Clipper (CFIMX)

    99.55 Down 0.13(0.13%) Dec 24
    Prev Close:99.68
    YTD Return*:8.97%
    Net Assets*:1.13B
    Yield*:0.34%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for CFIMX

    Top Holdings

    Symbol% AssetsYTD Return %
    BRK.A12.1026.48
    COST9.0121.35
    BK8.2617.17
    AXP7.953.58
    MKL4.9817.12

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.13B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.74%

    Performance & Risk

    YTD Return:8.97%
    5y Avg Return:13.96%
    Rank in Category (ytd):78
    % Rank in Category (ytd):4.94%
    Beta (3y):0.96
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital growth and capital preservation. 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. View More
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