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- 2023 Semiannual Distributions
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Retirement Savings Accounts
Important Retirement Plan Information
Literature
Insights into the Clipper Fund |
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| Fact Sheet | Download Share | Goals of the Fund, types of companies in the Portfolio, top holdings, portfolio characteristics, and historical performance. |
| Manager Commentary - Semi-Annual Review 2023 | Download View Share | An interview with the Fund Managers. |
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Clipper Fund: Selective. Attractive Growth. Undervalued. |
Download Share | Our companies are rigorously researched, offer attractive growth and yet are significantly undervalued versus the benchmark – A powerful combination. |
| Composition Report | Download Share | Quarterly update of portfolio characteristics. |
Insights into Successful Investing |
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| Important Changes for Roth IRAs | Download Share | Details regarding rule changes for converting qualified retirement plans into Roth IRAs |
| Account Inactivity: How to Avoid Escheatment | View Share | Information on common questions regarding escheatment of mutual fund accounts and when they may be considered abandoned property. |
| How to Read Mutual Fund Advertisements Describing Total Return | Download Share | This hypothetical advertisement helps investors read mutual fund ads with a critical eye. (Copyright © 2003 by the Investment Company Institute). |
Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results. Davis Distributors, LLC, is the distributor of the Fund.