CDIVX Mutual Fund (Copeland Dividend Growth Fund Class I) is managed by Copeland Capital Management LLC with $9.5M in net assets. CDIVX expense ratio is 1.05%, holding 68 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2013-03-01.

CDIVX performance shows a YTD return of 5.06%. The 1-year return is 11.59% and the 5-year return is 6.64%. CDIVX dividend yield stands at 9.00%, paid annually.

CDIVX 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 CDIVX holdings, sector breakdown, or dividend history.

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