39.27%| YTD | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
| CFIMX | 39.27 | -49.00 | 0.00 | 15.00 | 0.00 | 5.00 | 19.00 | -5.00 | 10.00 | 37.00 | -2.00 |
| Index (S&P 500) | 25.20 | -37.00 | 5.00 | 15.00 | 4.00 | 10.00 | 28.00 | -22.00 | -11.00 | -9.00 | 21.00 |
| 1 Day | 1 Week | 1 Month | YTD | 1 Year | 3 Years | 5 Years | 10 Years | |
| Total Return % | 1.11 | 2.30 | 2.11 | 39.27 | 59.04 | -10.80 | -3.32 | 3.08 |
| +/- Index (S&P 500) | - 0.26 | + 0.50 | + 0.71 | + 14.07 | + 17.24 | - 5.20 | - 4.12 | + 3.68 |
| +/- Classification Avg. | - 0.20 | + 0.79 | + 1.95 | + 16.98 | + 17.13 | - 3.58 | - 3.56 | + 1.05 |
| % Rank in Classification | 92 | 1 | 6 | 4 | 6 | 91 | 98 | 14 |
| Name (Ticker) | 3 Yr Return |
Total Return* |
Consistent Return* |
Preservation* | Tax Consistency* |
Expense* |
|---|---|---|---|---|---|---|
| * Lipper Leader | ||||||
| 1. Forester:Value;N (FVALX) | 3.96% | ![]() |
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| 2. Valley Forge Fd (VAFGX) | 2.14% | ![]() |
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| 3. Am Ind:Stock;Inst (ISISX) | 2.14% | ![]() |
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| 4. FMI:Large Cap (FMIHX) | -0.24% | ![]() |
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| 5. Endowments:Gro & Inc (ENDIX) | -2.17% | ![]() |
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| 6. ING Corp Leaders (LEXCX) | -2.50% | ![]() |
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| 7. DWS Lg Cap Value;Inst (KDCIX) | -2.65% | ![]() |
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| 8. DWS Lg Cap Value;S (KDCSX) | -2.75% | ![]() |
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| 9. Hartfd:Value;Y (HVFYX) | -2.93% | ![]() |
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| 10. DWS Lg Cap Value;A (KDCAX) | -3.04% | ![]() |
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| 413. Clipper Fund (CFIMX) | -10.80% | ![]() |
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| Amount | Date | |
| Dividend | 0.84 | 12/30/2008 |
| Capital Gains | 0.02 | 12/30/2008 |
| Dividend Frequency | Annually | NA |