3 / 5 Stars
3 2 5 5 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#69 in Large Blend
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.56 percent over the past year, 13.23 percent over the past three years, 25.13 percent over the past five years, and 4.08 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||25.1%|
|10 Years (Annualized)||4.1%|
The investment seeks long-term capital growth and capital preservation. The fund's investment adviser, uses the Davis Investment Discipline to invest Clipper Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion. The fund's portfolio generally contains between 15 and 35 securities, although the precise number of its investments will vary over time. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Clipper Fund has an expense ratio of 0.75 percent.
Risk is Average compared to funds in the same category according to Morningstar.