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Net Asset Value:
53.691-Day Return:
0.11 (0.21%)YTD Return
as of 11/6/09:
as of 11/6/09:
34.29%CFIMX
(Clipper Fund)
Classification: Large-Cap Value
Objective: Growth
Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 34.29 | 27.48 | -10.91 | -3.91 | 3.40 |
| Classification | 18.51 | 19.70 | -7.70 | -0.10 | 1.71 |
| Index (S&P 500) | 20.90 | 21.30 | -6.10 | 0.30 | -0.70 |
| % Rank in Class (1-best,100=worst) | 4 | 10 | 90 | 99 | 17 |
| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 1,130.40 |
| Inception Date: | 2/29/84 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.76% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Costco Wholesale | COST | 10.75 |
| Berkshire Hathaway Inc | NA | 10.42 |
| Bank Of New York Mellon Corp | BK | 7.50 |
| Canadian Natural Resources Ltd | CNQ | 6.93 |
| Procter & Gamble Co | PG | 6.60 |
| American Express Co | AXP | 6.49 |
| Loews Corp | L | 4.99 |
| Unknown Name | NA | 4.91 |
| Harley-davidson | NA | 4.68 |
| Conocophillips | COP | 4.47 |
| % of Total Holdings | 67.74 | |
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