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Analyst rating as of
NAV / 1-Day Return
161.69  /  0.48 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Below Average
Longest Manager Tenure
15.35 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.61%
Turnover
10%
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Morningstar’s Analysis

Will CFIMX outperform in future?

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

Daring.

Strategist

Summary

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Clipper's high-conviction portfolio can and has worked against it, but its veteran managers have also proved themselves enough here and on other strategies to keep its Morningstar Analyst Rating at Bronze.

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