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Clipper (CFIMX)

16.53 -0.05 (-0.30%)
At close: 8:07:33 PM EDT
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  • Previous Close 16.58
  • YTD Return 6.68%
  • Expense Ratio 0.68%
  • Category Large Value
  • Last Cap Gain 44.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 1.4B
  • Beta (5Y Monthly) 0.86
  • Yield 0.81%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.07
  • 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

1.4B

Net Assets

1984-02-29

Inception Date

Performance Overview

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Trailing returns as of 10/27/2026. Category is Large Value.

YTD Return

CFIMX
6.68%
Category
4.44%

1-Year Return

CFIMX
16.13%
Category
14.37%

3-Year Return

CFIMX
22.61%
Category
6.04%

5-Year Return

CFIMX
12.20%
Category
9.20%

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