* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.74%|
Performance & Risk
|5y Avg Return:||25.13%|
|Rank in Category (ytd):||92|
|% Rank in Category (ytd):||5.42%|
|Morningstar Risk Rating:||3|
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 securities, although the precise number of its investments will vary over time. It is non-diversified. View More