Clipper Fund Inc Fund Quote
| CFIMX Fund | USD 143.00 1.12 0.79% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Clipper Fund is trading at 143.00 as of the 29th of April 2024; that is 0.79 percent increase since the beginning of the trading day. The fund's open price was 141.88. Clipper Fund has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Clipper Fund Inc are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of February 2024 and ending today, the 29th of April 2024. Click here to learn more.
The funds investment adviser uses the Davis Investment Discipline to invest Clipper Funds portfolio principally in common stocks issued by large companies with market capitalizations of at least 10 billion. The funds portfolio generally contains between 15 and 35 companies, although the precise number of its investments will vary over time. More on Clipper Fund Inc
Moving together with Clipper Mutual Fund
| 0.91 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.93 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.91 | VTSMX | Vanguard Total Stock | PairCorr |
| 0.91 | VITSX | Vanguard Total Stock | PairCorr |
| 0.91 | VSMPX | Vanguard Total Stock | PairCorr |
| 0.91 | VSTSX | Vanguard Total Stock | PairCorr |
Clipper Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Clipper Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Clipper Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Clipper Fund Funds, Large Blend Funds, Large Blend, Clipper Fund, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Fiscal Year End | December |
Clipper Fund Inc [CFIMX] is traded in USA and was established 29th of April 2024. Clipper Fund is listed under Clipper Fund category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Clipper Fund family. This fund currently has accumulated 981.71 M in assets under management (AUM) with minimum initial investment of 2.5 K. Clipper Fund is currently producing year-to-date (YTD) return of 9.32% with the current yeild of 0.01%, while the total return for the last 3 years was 5.41%.
Check Clipper Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Clipper Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Clipper Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Clipper Fund Inc Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Clipper Fund Inc Mutual Fund Constituents
| GE | GE Aerospace | Stock | Industrials |
| APA | APA Corporation | Stock | Energy |
| JPM | JPMorgan Chase Co | Stock | Financials |
| AXP | American Express | Stock | Financials |
| WFC | Wells Fargo | Stock | Financials |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| USB | US Bancorp | Stock | Financials |
Clipper Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Clipper Fund jumping above the current price in 90 days from now is about 26.46%. The Clipper Fund Inc probability density function shows the probability of Clipper Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0117 suggesting Clipper Fund Inc market returns are sensitive to returns on the market. As the market goes up or down, Clipper Fund is expected to follow. Additionally, clipper Fund Inc has an alpha of 0.0337, implying that it can generate a 0.0337 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Clipper Fund to move above the current price in 90 days from now is about 26.46 (This Clipper Fund Inc probability density function shows the probability of Clipper Mutual Fund to fall within a particular range of prices over 90 days) .
Clipper Fund Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Clipper Fund market risk premium is the additional return an investor will receive from holding Clipper Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Clipper Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Clipper Fund's alpha and beta are two of the key measurements used to evaluate Clipper Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6409 | |||
| Semi Deviation | 0.6507 | |||
| Standard Deviation | 0.8512 | |||
| Variance | 0.7246 |
Clipper Fund Against Markets
Picking the right benchmark for Clipper Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Clipper Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Clipper Fund is critical whether you are bullish or bearish towards Clipper Fund Inc at a given time. Please also check how Clipper Fund's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Clipper Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Rebalancing Now
Portfolio RebalancingAnalyze risk-adjusted returns against different time horizons to find asset-allocation targets |
| All Next | Launch Module |
How to buy Clipper Mutual Fund?
Before investing in Clipper Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Clipper Fund. To buy Clipper Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Clipper Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Clipper Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Clipper Fund Inc fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Clipper Fund Inc fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Clipper Fund Inc, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Clipper Fund Inc?
The danger of trading Clipper Fund Inc is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Clipper Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Clipper Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Clipper Fund is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Clipper Fund Inc. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.