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Clipper Fund Inc.: (MF: CFIMX)
(NASDAQ Mutual Funds) As of Jul 28, 2025 08:00 PM ET
$14.41 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.07 | 5 |
| 3 months | 9.56 | 55 |
| 6 months | 11.07 | 5 |
| 1 Year | 15.81 | 23 |
| 3 Year | 21.03 | 24 |
| 5 Year | 15.84 | 24 |
| 10 Year | 11.21 | 45 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 38.72 |
| % Yield | 0.92 |
| % SEC Yield | NA |
| Net Assets (Mil $) 6/30/2025 | 1,208.25 |
| % Turnover 6/30/2025 | 20.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.97 | 0.95 | 1.04 |
| Alpha | 1.85 | 0.29 | -2.23 |
| R Squared | 0.78 | 0.77 | 0.82 |
| Std. Dev. | 17.33 | 17.61 | 17.75 |
| Sharpe | 1.01 | 0.82 | 3.00 |
Sector / Country Weightings
| As of 6/30/2025 | % of Portfolio |
|---|---|
| Finance | 52.92 |
| Technology | 11.67 |
| Retail Trade | 9.40 |
| Non-Durable | 9.19 |
| Other | 8.18 |
| Health | 4.03 |
| Industrial Cyclical | 2.71 |
| Energy | 0.97 |
| Services | 0.93 |
Portfolio Holdings
| Top Equity Holdings (As of 3/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| 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 | 3/31/2025 |
| Total Issues | 31 |
| Avg. P/E | 21.02 |
| Avg. P/Book | 2.78 |
| Avg. EPS Growth | 14.82 |
| Avg. Market Value (Mil $) | 224,385 |
Composition
| % of Portfolio | |
| Stocks | 97.68 |
| Foreign Stocks | 15.05 |
| Cash | 4.28 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | -1.96 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 24.04 |
| Large Value | 43.32 |
| Small Growth | 0.00 |
| Small Value | 14.76 |
| Foreign Stock | 1.94 |
| Emerging Market | 2.80 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 8.65 |