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Clipper Fund Inc.: (MF: CFIMX)

(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET

$14.19 USD

+0.17 (1.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Latest Performance as of May 31, 2025

Total Return %* Percentile Rank Objective
YTD 4.49 8
3 months -1.56 66
6 months -0.71 23
1 Year 10.31 47
3 Year 14.56 28
5 Year 14.79 29
10 Year 10.34 47

* Annual for three years and beyond.

Zacks Premium Research for CFIMX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Report

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Portfolio Statistics

% Unrealized Gain 40.40
% Yield 0.88
% SEC Yield NA
Net Assets (Mil $) 5/31/2025 1,144.07
% Turnover 5/31/2025 20.00

Risk

3 Year 5 Year 10 Year
Beta 0.99 0.94 1.03
Alpha 0.58 -0.01 -2.27
R Squared 0.80 0.77 0.82
Std. Dev. 18.29 17.47 17.69
Sharpe 0.62 0.77 3.00

Sector / Country Weightings

As of 5/31/2025 % of Portfolio
Finance 53.10
Technology 12.94
Other 9.65
Retail Trade 9.00
Non-Durable 7.08
Health 3.48
Industrial Cyclical 2.86
Services 0.99
Energy 0.90

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2025)
% of Portfolio Value (Mil$)
BERKSHIRE HATHAWAY INC CL 10.17 114.98
META PLATFORMS INC 8.39 94.85
CAPITAL ONE FINANCIAL COR 8.31 93.87
MARKEL CORP 7.09 80.13
ALPHABET INC CLASS A 5.16 58.27
APPLIED MATERIALS INC 4.93 55.68
CVS HEALTH CORPORATION 4.68 52.94
US BANCORP 4.24 47.95
MGM RESORTS INTERNATIONAL 3.74 42.26

Stock Holding % of Net Assets

As Of 12/31/2024
Total Issues 32
Avg. P/E 21.25
Avg. P/Book 2.81
Avg. EPS Growth 14.76
Avg. Market Value (Mil $) 263,960

Composition

% of Portfolio
Stocks 97.04
Foreign Stocks 14.05
Cash 2.89
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 0.07
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 22.39
Large Value 44.44
Small Growth 0.00
Small Value 18.77
Foreign Stock 3.07
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 4.82