Investment Test Drive

CFIMX Clipper

2 lower fee alternatives found

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Fund CFIMX Clipper USMV iShares Edge MSCI Min Vol USA SPHQ PowerShares S&P 500® Quality ETF  
Similarity
?
100% 86% 85%
Annual Fees
?
$76.12
(0.72% Exp. Ratio)
$15.86
(0.15% Exp. Ratio)
$30.66
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$42,707.69 $50,710.17 $48,619.95
Est. savings over 30 yrs +$8,002.48 +$5,912.26
Return
As of 10/31/16
1 YR RETURN 6.64%
3 YR 9.19%
5 YR 13.27%
10 YR 4.66%
1 YR RETURN 7.58%
3 YR 10.55%
5 YR 13.68%
10 YR --
1 YR RETURN 7.70%
3 YR 10.14%
5 YR 14.45%
10 YR 5.96%
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.
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Quality Index. The fund's principal investment strategy will be to generally invest at least 90% of its total assets in the securities that comprise the underlying index. The index is constructed from the constituents of the S&P 500® Index that are of the highest quality-that is, stocks of companies that seek to generate higher revenue and cash flow than their counterparts through prudent use of assets and finances.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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