CFIMX (Clipper Fund)
Net Asset Value: 64.58 1-Day Return: 0.42 (0.65%) YTD Return as of 5/24/12:Up 3.33%

Classification: Large-Cap Core   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

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Total Returns (As of 5/24/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 3.33 -1.32 16.62 -3.94 0.80
Classification 4.97 -0.40 14.06 -1.22 3.39
Index (S&P 500) 5.90 2.60 16.60 -0.50 4.10
% Rank in Class (1-best,100=worst)8264129397

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)1,089.50
Inception Date:2/29/84
Manager Name, TenureTeam Managed, NA
Expense Ratio: 0.75%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
American Express Co Ord AXP 10.36
Costco Wholesale Corp Ord COST 10.33
Oaktree Capital Group Llc OKCMZ 9.63
Canadian Natural Resources Ltd Ord CNQ 8.66
Berkshire Hathaway Inc Ord BRK.A 7.79
Cvs Caremark Corp Ord CVS 6.70
Loews Corp Ord L 6.34
Bank Of New York Mellon Corp Ord BK 4.93
Iron Mountain Inc Ord IRM 4.92
Transatlantic Holdings Inc Ord TRH 4.88
% of Total Holdings 74.54

Stories & Blogs: Around the Web

4/5/2012  Why Three-Year Returns Suddenly Look Better (WSJ.com)

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