Clipper Fund (CFIMX) Research
The Clipper Fund endeavors to achieve long-term capital appreciation and preserve investors' principal. Its investment adviser utilizes the Davis Investment Discipline, primarily allocating the portfolio to equity securities, encompassing common stocks (both direct holdings and indirect investments via depositary receipts), issued by large enterprises with market valuations of at least $10 billion. The fund's portfolio typically comprises a focused selection of 15 to 35 companies, though the precise number of holdings may fluctuate. By its nature, it operates as a non-diversified fund.
Market snapshot
- Symbol
- CFIMX
- Price
- $17.41
- Day change
- +0.40%
- Market cap
- $172.3M
- 52-week range
- 13.99-17.6
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Azzad Ethical Fund (ADJEX)
- Fidelity Women's Leadership Fund (FWOMX)
- ProFunds Internet UltraSector Fund (INPSX)
- BlackRock MuniYield Pennsylvania Quality Fund (MPA)
- Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD)
- Needham Small Cap Growth Fund (NESIX)
- Pin Oak Equity Fund (POGSX)
- Paradigm Micro-Cap Fund (PVIVX)
Open Clipper Fund (CFIMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.