CFIMX Rating, Research - Clipper

Clipper (cfimx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 110

Threats + Weaknesses = 65

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cfimx mutual fund has great long term potential.

Fund Management Team

Clipper Funds

Fund Description Update

Clipper (CFIMX) Description: CFIMX is a mutual fund, which is an investment that owns a basket of assets. The CFIMX mutual fund was provided by Clipper and this investment vehicle derives the majority of its value from equity holdings (stocks). Clippers mutual fund has a medium management tenure and is in the large fund size classification. CFIMXs minimum initial investment amount is $2500 while the IRA minimum is $2500. CFIMXs expense ratio is roughly 1%. The latest CFIMXs front end load was 0% and the back end load was 0%. The Clipper (CFIMX) mutual fund falls under the large-cap mixed category. CFIMX focuses its investments in USA and CFIMX is not affiliated with a particular industry or fund sector. The Clipper (CFIMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CFIMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CFIMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide investment results that replicate the total return of the S&P 500 index. The fund invests in the common stocks (see stock research) represented in the S&P 500 in roughly the same proportions as their weightings in the S&P 500. It may also invest in derivative instruments linked to the S&P 500. Under normal circumstances, the fund invests at least 80% of assets in securities or other financial instruments that are components of or correlated with the S&P 500. The funds non-diversified.

Management Analysis Update

Clipper's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update