Clipper Fund Financials
| CFIMX Fund | USD 153.24 0.48 0.31% |
Clipper |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Clipper Fund Fund Summary
Clipper Fund competes with Value Fund, Meridian Contrarian, Longleaf Partners, Mairs Power, and Oakmark Select. 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. It is non-diversified.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1888501012 |
| Business Address | Clipper Funds Trust |
| Mutual Fund Family | Clipper Fund |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 432 2504 |
| Currency | USD - US Dollar |
Clipper Fund Key Financial Ratios
Clipper Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clipper Fund's current stock value. Our valuation model uses many indicators to compare Clipper Fund value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clipper Fund competition to find correlations between indicators driving Clipper Fund's intrinsic value. More Info.Clipper Fund Inc is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.19 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Clipper Fund Inc is roughly 5.17 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clipper Fund's earnings, one of the primary drivers of an investment's value.Clipper Fund Systematic Risk
Clipper Fund's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Clipper Fund volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Clipper Fund correlated with the market. If Beta is less than 0 Clipper Fund generally moves in the opposite direction as compared to the market. If Clipper Fund Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Clipper Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Clipper Fund is generally in the same direction as the market. If Beta > 1 Clipper Fund moves generally in the same direction as, but more than the movement of the benchmark.
Clipper Fund November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Clipper Fund help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Clipper Fund Inc. We use our internally-developed statistical techniques to arrive at the intrinsic value of Clipper Fund Inc based on widely used predictive technical indicators. In general, we focus on analyzing Clipper Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Clipper Fund's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9189 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 5.22 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.54 |
Other Information on Investing in Clipper Mutual Fund
Clipper Fund financial ratios help investors to determine whether Clipper Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clipper with respect to the benefits of owning Clipper Fund security.
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