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CFIMX
Mutual Fund ticker: NASDAQ
AS OF
Jun 4 closing price
Price
$14.36
Change
-$0.01 (-0.07%)
Net Assets
1.16B

CFIMX Clipper Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth and capital preservation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), Wells Fargo & Co (NYSE:WFC), Applied Materials (NASDAQ:AMAT), US Bancorp (NYSE:USB), Capital One Financial (NYSE:COF), Bank of New York Mellon Corp (NYSE:BK).

Industry description

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 companies, although the precise number of its investments will vary over time. It is non-diversified.

Market Cap

The average market capitalization across the Clipper MF is 660.19B. The market cap for tickers in the group ranges from 19.78B to 2.2T. AMZN holds the highest valuation in this group at 2.2T. The lowest valued company is MKL at 19.78B.

Volume

The average weekly volume growth across all stocks in the Clipper MF was 107%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 55
Price Growth Rating: 38
SMR Rating: 31
Profit Risk Rating: 28
Seasonality Score: -5 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Clipper Funds Trust2949 E. ELVIRA ROAD,SUITE 101TUCSON
Phone
520-434-3778
Web
N/A
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CFIMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CFIMX has been closely correlated with DODGX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if CFIMX jumps, then DODGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFIMX
1D Price
Change %
CFIMX100%
-0.07%
DODGX - CFIMX
89%
Closely correlated
+0.03%
DOXGX - CFIMX
89%
Closely correlated
+0.03%
VIVAX - CFIMX
87%
Closely correlated
N/A
VIVIX - CFIMX
87%
Closely correlated
N/A
VVIAX - CFIMX
87%
Closely correlated
N/A
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