CDCRX Mutual Fund (Copeland Dividend Growth Fund Class C) is managed by Copeland Capital Management LLC with $5.3M in net assets. CDCRX expense ratio is 1.95%, holding 68 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2012-01-05.

CDCRX performance shows a YTD return of 4.60%. The 1-year return is 10.67% and the 5-year return is 10.06%. CDCRX dividend yield stands at 9.83%, paid annually.

CDCRX top holdings include Lam Research Corpcommon Stock (2.7%), Broadcom Inc (2.6%), Apple Inc (2.6%), Morgan Stanley (2.5%), Wesco International Inc (2.4%). View all CDCRX holdings, sector breakdown, or dividend history.

CDCRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CDCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.