BCGDX Mutual Fund

BCGDX Mutual Fund (Blue Current Global Dividend Fund- Institutional Class) is managed by Blue Current with $102.1M in net assets. BCGDX expense ratio is 1.01%, holding 40 positions across sectors including Information Technology, Financials, 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 13.07%. BCGDX dividend yield stands at 4.25%, paid quarterly.

BCGDX top holdings include First American Government Obligations Fund (4.8%), Broadcom Inc (4.3%), Morgan Stanley (3.6%), Sandoz Group Ag (3.5%), Qualcomm Inc. (3.2%). 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.