Clipper Fund Inc Fund Quote
| CFIMX Fund | USD 15.22 0.14 0.91% |
PerformanceFair
| Odds Of DistressLow
|
Clipper Fund is trading at 15.22 as of the 16th of November 2025; that is 0.91 percent decrease since the beginning of the trading day. The fund's open price was 15.36. Clipper Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of August 2025 and ending today, the 16th of November 2025. Click here to learn more.
The funds investment adviser uses the Davis Investment Discipline to invest Clipper Funds portfolio principally in common stocks issued by large companies with market capitalizations of at least 10 billion. The funds portfolio generally contains between 15 and 35 companies, although the precise number of its investments will vary over time. More on Clipper Fund Inc
Moving together with Clipper Mutual Fund
Clipper Mutual Fund Highlights
| Fund Concentration | Clipper Fund Funds, Large Value Funds, Large Value, Clipper Fund, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Clipper Fund Inc [CFIMX] is traded in USA and was established 16th of November 2025. Clipper Fund is listed under Clipper Fund category by Fama And French industry classification. The fund is listed under Large Value category and is part of Clipper Fund family. This fund currently has accumulated 981.71 M in assets under management (AUM) with minimum initial investment of 2.5 K. Clipper Fund is currently producing year-to-date (YTD) return of 11.62% with the current yeild of 0.01%, while the total return for the last 3 years was 20.03%.
Check Clipper Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clipper Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clipper Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clipper Fund Inc Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clipper Fund Inc Mutual Fund Constituents
| GE | GE Aerospace | Stock | Industrials | |
| APA | APA Corporation | Stock | Energy | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| AXP | American Express | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| USB | US Bancorp | Stock | Financials | |
| RTX | Raytheon Technologies Corp | Stock | Industrials |
Clipper Fund Risk Profiles
| Mean Deviation | 0.5723 | |||
| Semi Deviation | 0.7134 | |||
| Standard Deviation | 0.7634 | |||
| Variance | 0.5828 |
Clipper Fund Against Markets
Other Information on Investing in Clipper Mutual Fund
Clipper Fund financial ratios help investors to determine whether Clipper Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clipper with respect to the benefits of owning Clipper Fund security.
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| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |