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-2.34% 3 years+10.49%
3 months+3.20% 5 years+9.17%
1 year-2.82% Since inception+11.55%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+9.17%+8.91%
Expense ratio0.71%0.96%
Risk 5 year sharpe ratio0.710.79
Net assets$1.1B$6.4B
Average market cap$97.5B$180.4B
Average P/E14.520.6
Portfolio turnover24%24%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyClipper Fund
Fund manager & tenureChristopher Davis / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock85.65%
International stock10.20%
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 Hathaway10.26%
AMZN Amazon6.58%
BK Bank of New York6.51%
UTX United Technologies6.45%
COF Capital One Financial6.01%
WFC Wells Fargo5.79%
GOOG Google5.78%
MKL Markel Corp5.62%
GOOGL Google4.60%
AXP American Express4.28%