Skip to Content
Morningstar

Clipper CFIMX

Morningstar Medalist Rating
Medalist Rating as of | See Clipper Investment Hub
  • NAV / 1-Day Return 142.82  /  +1.08 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.84%
  • Turnover 8%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CFIMX

More CFIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class A

10.47 111.8 Mil
Financial Services

Meta Platforms Inc Class A

9.52 101.7 Mil
Communication Services

Wells Fargo & Co

7.88 84.1 Mil
Financial Services

Alphabet Inc Class A

6.74 72.0 Mil
Communication Services

Capital One Financial Corp

6.66 71.1 Mil
Financial Services

Amazon.com Inc

5.81 62.0 Mil
Consumer Cyclical

Markel Group Inc

5.70 60.9 Mil
Financial Services

Bank of New York Mellon Corp

5.17 55.2 Mil
Financial Services

U.S. Bancorp

4.68 50.0 Mil
Financial Services

Applied Materials Inc

3.57 38.2 Mil
Technology