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Morningstar

Clipper CFIMX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Clipper Investment Hub

Morningstar’s Analysis CFIMX

Will CFIMX outperform in 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.

Decreased confidence.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Waning confidence in this team's ability to deliver on its bold approach warrants a downgrade of Clipper's People Pillar rating to Average from Above Average, making it and the related Davis Concentrated Equity and Davis Select U.S. Equity ETF decent but not compelling offerings.

by Andrew Redden
Rated on Published on

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