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Morningstar

Clipper CFIMX

Morningstar Medalist Rating
Medalist Rating as of | See Clipper Investment Hub
  • NAV / 1-Day Return 118.58  /  0.17 %
  • Total Assets 971.0 Mil
  • 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 Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.97%
  • Turnover 9%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 9:56 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.

Subject to extremes.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Clipper’s veteran managers remain well equipped to handle this aggressive, concentrated approach. It receives a Morningstar Analyst Rating of Bronze.

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 27
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 68.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

11.62
113,994,196
Communication Services

Berkshire Hathaway Inc Class A

11.29
110,811,340
Financial Services

Wells Fargo & Co

7.75
76,056,272
Financial Services

Alphabet Inc Class A

6.56
64,341,144
Communication Services

Capital One Financial Corp

6.30
61,828,283
Financial Services

Amazon.com Inc

6.12
60,089,442
Consumer Cyclical

Markel Group Inc

6.10
59,859,881
Financial Services

Bank of New York Mellon Corp

5.02
49,270,863
Financial Services

Applied Materials Inc

4.10
40,247,163
Technology

The Cigna Group

3.55
34,816,848
Healthcare