Morningstar

Clipper Fund CFIMX

Morningstar Medalist Rating
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Medalist Rating as of See Clipper Investment Hub
  • NAV / 1-Day Return$16.99  /  +0.47%
  • Fund Size$1.5B
  • Adjusted Expense Ratio0.680%
  • Net Expense Ratio0.680%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.79%
  • Turnover Ratio17%
NAV and 1-Day Return as of

Morningstar’s Analysis CFIMX

Will CFIMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFIMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFIMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFIMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Clipper holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CFIMX

More CFIMX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings56.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

7.30102M
Communication Services

Capital One Financial Corp

7.0899M
Financial Services

Meta Platforms Inc Class A

6.8696M
Communication Services

U.S. Bancorp

5.8882M
Financial Services

Markel Group Inc

5.4877M
Financial Services

Devon Energy Corp

5.2773M
Energy

Berkshire Hathaway Inc Class A

4.8768M
Financial Services

CVS Health Corp

4.8067M
Healthcare

Amazon.com Inc

4.4362M
Consumer Cyclical

Viatris Inc

4.2159M
Healthcare

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