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Clipper Fund (CFIMX)

Fund performance review and position details on Clipper Fund (CFIMX)

    Last Trade: $ on , Change: (0%)

Clipper Fund (CFIMX) HighlightClipper Fund (CFIMX) Fund Summary

Clipper Fund (CFIMX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Clipper Fund
Net Asset: $1.12B
Yield: 0.46%
Year-to-Date Return: 4.81%
Morningstar rating: 3

 

Clipper Fund (CFIMX) CostClipper Fund (CFIMX) Cost

Clipper Fund (CFIMX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Large Blend average): 0.72% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 31.00%

 

Clipper Fund (CFIMX) PerformanceClipper Fund (CFIMX) Performance

Most current Clipper Fund (CFIMX) Performance

1-month Performance (Large Blend category median performance): 3.96% (1.66%)
3-month Performance (Large Blend category median performance): 15.12% (8.92%)
1 Year Performance (Large Blend category median performance): 5.72% (-1.15%)
3 Year Performance (Large Blend category median performance): 10.89% (9.43%)
5 Year Performance (Large Blend category median performance): 11.12% (10.15%)
Number of Years of positive return: 25 years
Number of Years of negative return: 6 years
3 year Alpha (Large Blend category average): -0.59 (-1.74)
3 year Beta (Large Blend category average): 1.05 (1)
3 year Sharpe Ratio: 0.88
3 year Treynor: 10.27

Clipper Fund (CFIMX) topholdingTop Stock Holdings in Clipper Fund (CFIMX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Berkshire Hathaway Inc A8.32%0.00%
Amazon.com, Inc.8.24%0.00%
Markel Corporation Common Stock7.48%0.00%
American Express Company Common5.84%0.00%
United Technologies Corporation5.43%0.00%
Asac Ii Lp Unit Sealed5.41%N/A
Tyco International plc (Ireland4.58%0.00%
Bank of New York Mellon Corpora4.47%0.00%
JP Morgan Chase & Co. Common St4.43%0.00%
Cabot Oil & Gas Corporation Com4.25%0.00%
*Note: The price change will reset to 0 after the midnight

 

Clipper Fund (CFIMX) Portfolio AllocationClipper Fund (CFIMX) Fund Portfolio Allocation

Clipper Fund (CFIMX) Fund Portfolio Allocation data as of 03/2016

Stock98.35%
Bond0%
Cash1.65%
Other0%

 

Clipper Fund (CFIMX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Clipper5.7210.8911.12
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

Clipper Fund (CFIMX) PerformanceOther Financial Data Web Sites on Clipper Fund (CFIMX)

Addition research sites for Clipper Fund (CFIMX)

 

Clipper Fund (CFIMX) Related ResourcesSee more information on Clipper (CFIMX) Fund

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