CDCRX Mutual Fund

CDCRX Mutual Fund (Copeland Dividend Growth Fund Class C) is managed by Copeland Capital Management LLC with $4.9M in net assets. CDCRX expense ratio is 1.95%, holding 63 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2012-01-05.

CDCRX performance shows a YTD return of 1.44%. The 1-year return is 4.18% and the 5-year return is 5.85%.

CDCRX top holdings include Microsoft Corp (4.2%), Nvidia Corp (3.4%), Apple, Inc (2.6%), Alphabet Inc (2.5%), Amphenol Corp. Class A (2.3%). Go to all CDCRX holdings, CDCRX sectors, or CDCRX dividends.

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