Clipper Fund (CFIMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective 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.


1 month+0.79% 3 years+12.84%
3 months-3.25% 5 years+13.93%
1 year+18.19% Since inception+11.72%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.93%+11.72%
Expense ratio0.72%0.97%
Risk 5 year sharpe ratio1.081.11
Net assets$1.1B$5.3B
Average market cap$97.7B$125.1B
Average P/E21.021.5
Portfolio turnover17%17%

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Fund Management and Purchase Info

Fund familyClipper Fund
Fund manager & tenureChristopher Davis / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock75.61%
International stock14.11%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 44.58%
Consumer service 17.28%
Consumer goods 16.59%
Energy 10.96%
Hardware 5.00%
Top 10 Holdings
Portfolio weighting
BRKA Berkshire Hathaway7.99%
AMZN Amazon7.59%
COF Capital One Financial6.34%
UTX United Technologies6.19%
WFC Wells Fargo6.11%
BK Bank of New York5.97%
MKL Markel Corp4.94%
JCI Tyco4.81%
APA Apache Corp4.76%
GOOG Google4.68%