CFIMX : Clipper Fund

CFIMX is a US Stocks Market Large Blend with MODERATE fees.

CFIMX

Clipper Fund

FI Score

55 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

6 /10

Category Score

10 /10

Market Size

6 /10

55% FI Score
  • cfimx
  • Mutual Fund
  • US Stocks
  • Large Blend

Clipper Fund

Expenses: 0.71% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth and capital preservation. The fund's investment adviser uses the Davis Investment Discipline to invest Clipper Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion. The fund's portfolio generally contains between 15 and 35 companies, although the precise number of its investments will vary over time. It is non-diversified.

Largest Holdings

Amount Holding
8.76% Berkshire Hathaway Inc Class A
7.89% Amazon.com Inc
7.20% Alphabet Inc Class C
6.30% Utd Tech
5.92% Markel Corp
5.68% Alphabet Inc A
5.49% Bank of New York Mellon Corp
5.27% New Oriental Education & Technology Group Inc ADR
4.92% Facebook Inc A
4.72% Capital One Financial Corp
4.53% Wells Fargo & Co
3.78% JPMorgan Chase & Co
3.56% American Express Co
3.20% U.S. Bancorp
3.02% Alibaba Group Holding Ltd ADR
2.70% Didi Chuxing
2.48% Intel Corp
2.38% Quest Diagnostics Inc
2.23% Applied Materials Inc
1.59% AIA Group Ltd
1.51% Ferguson PLC
1.50% Naspers Ltd Class N
0.94% Bank of America Corp
0.87% Raytheon Co
0.74% Prosus NV Ordinary Shares - Class N

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