BCGDX Mutual Fund

BCGDX Mutual Fund (Blue Current Global Dividend Fund- Institutional Class) is managed by Blue Current with $98.8M in net assets. BCGDX expense ratio is 1.01%, holding 40 positions across sectors including Financials, Information Technology, Consumer Staples. Inception date: 2014-09-18.

BCGDX performance shows a YTD return of 11.37%. The 1-year return is 24.11% and the 5-year return is 13.04%. BCGDX dividend yield stands at 4.25%, paid quarterly.

BCGDX top holdings include Broadcom Inc (3.9%), Sandoz Group Ag (3.8%), Morgan Stanley (3.7%), Targa Resources Inc (3.3%), Taiwan Semiconductor Manufacturing Co. Ltd. - Adr (3.3%). Go to all BCGDX holdings, BCGDX sectors, or BCGDX dividends.

BCGDX can be compared against other funds. Use BCGDX overlap to find shared positions, or BCGDX vs another fund for a side-by-side view. BCGDX alternatives are available via the screener, along with tax-loss harvesting opportunities.