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Analyst rating as of
NAV / 1-Day Return
108.62  /  1.69 %
Total Assets
906.6 Mil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Below Average
Longest Manager Tenure
16.93 years
Category
Large Blend
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.69%
Turnover
25%

Morningstar’s Fund Analysis CFIMX

Will CFIMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Subject to extremes.

Summary

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Clipper’s veteran managers remain well equipped to handle this aggressive, concentrated approach. It receives a Morningstar Analyst Rating of Bronze.

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