CDCRX Mutual Fund

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 65 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2012-01-05.

CDCRX performance shows a YTD return of 5.50%. The 1-year return is 10.96% and the 5-year return is 6.10%. CDCRX dividend yield stands at 9.75%, 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%). 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.