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Clipper (CFIMX) Fund Ranking and Research

Ranking, Research and Recommendation of Clipper (CFIMX) Fund

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

 

Graph of Clipper Fund (CFIMX) ManagerFund Manager - Christopher Cullom Davis

Fund Manager Information

Fund Manager Tenure: 12.3 years
Fund Family: Clipper Fund
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Clipper Fund (CFIMX) ProfileClipper Fund (CFIMX) Profile

Fund Profile and Description

Clipper Fund seeks long-term capital growth and capital preservation. Clipper Fund invests the majority of assets in equity securities issued by large companies. It is non-diversified.

 

Clipper (CFIMX) Fund Strength What we like about Clipper (CFIMX) Fund

Data for Clipper Fund (CFIMX) as of May 30, 2016

  • Clipper Fund (CFIMX) management has been with Clipper Fund for 12.3 years
  • Clipper Fund (CFIMX) has good short-term performance (1-year return 5.72% vs -1.15% Large Blend category median performance)
  • Clipper Fund (CFIMX) has good mid-term performance (3-year return 10.89% vs 9.43% Large Blend category median performance)
  • Clipper Fund (CFIMX) has good Long-term performance (5-year return 11.12% vs 10.15% Large Blend category median performance)
  • Clipper Fund (CFIMX) ratio of up-years vs down years is greater than 2
  • Asset base in Clipper Fund (CFIMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Clipper Fund (CFIMX) has an annual stock turnover rate of 31.00% vs Large Blend average of 53.12%. It is good that Clipper management does not trade extensively for its return.
  • Clipper Fund (CFIMX) has a lower expense ratio than its Large Blend average: 0.72% vs 1.02%
  • Clipper Fund (CFIMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Clipper Fund (CFIMX) Weakness What we are cautious about Clipper (CFIMX) Fund

Data for Clipper Fund (CFIMX) as of May 30, 2016

  • Clipper Fund (CFIMX) has a Morningstar rating of 3 and below
  • Clipper Fund (CFIMX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.6 that is higher than category average of 11.67
See Clipper Fund (CFIMX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Clipper4.815.7210.8911.12
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Clipper Fund (CFIMX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Clipper Fund (CFIMX) Net Asset TrackingClipper (CFIMX) Fund Net Asset

Track net asset change of Clipper fund (CFIMX)

DateNet Asset
05/2016$1.12B
03/2016$1.09B
02/2016$1.05B
More historic net asset information on Clipper Fund (CFIMX)

  

Graph of Clipper Fund (CFIMX) Portfolio TrackingClipper (CFIMX) Fund Portfolio Allocation

Track portfolio allocation change of Clipper fund (CFIMX)

DateCashStockBondOther
03/20161.65%98.35%0%0%
12/20156.01%93.99%0%0%
09/20152.29%97.71%0%0%
Click here to see more historic asset allocation information on Clipper Fund (CFIMX)

 

graph of Clipper Fund (CFIMX) Top 10 Position TrackingTop 10 Holdings in Clipper (CFIMX) Fund

Discover what Clipper Fund (CFIMX) manager is buying

Mar 30, 2016
Berkshire Hathaway Inc A [8.32%]
Amazon.com, Inc. [8.24%]
Markel Corporation Common Stock [7.48%]
American Express Company Common [5.84%]
United Technologies Corporation [5.43%]
Asac Ii Lp Unit Sealed [5.41%]
Tyco International plc (Ireland [4.58%]
Bank of New York Mellon Corpora [4.47%]
JP Morgan Chase & Co. Common St [4.43%]
Cabot Oil & Gas Corporation Com [4.25%]

Dec 30, 2015
Amazon.com, Inc. [8.71%]
Berkshire Hathaway Inc A [7.15%]
Markel Corporation Common Stock [6.88%]
American Express Company Common [6.15%]
Asac Ii Lp Unit Sealed [5.44%]
United Technologies Corporation [4.83%]
Monsanto Company Common Stock [4.82%]
Bank of New York Mellon Corpora [4.64%]
JP Morgan Chase & Co. Common St [4.59%]
Costco Wholesale Corporation [4.42%]

Sep 29, 2015
Berkshire Hathaway Inc Class A [8.1%]
Amazon.com, Inc. [7.57%]
American Express Company Common [7.51%]
Markel Corporation Common Stock [7.16%]
United Technologies Corporation [5.13%]
Bank of New York Mellon Corpora [5.05%]
Asac Ii Lp Unit Sealed [4.87%]
JP Morgan Chase & Co. Common St [4.86%]
Monsanto Company Common Stock [4.79%]
Costco Wholesale Corporation [4.54%]
Click here for Stock Holding Change Map in Clipper Fund (CFIMX)

  

Latest News on Clipper (CFIMX) Fund

See what is happening with Clipper Fund (CFIMX)

 

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

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