CDGRX Mutual Fund (Copeland Dividend Growth Fund Class A) is managed by Copeland Capital Management LLC with $10.3M in net assets. CDGRX expense ratio is 1.20%, holding 68 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2010-12-28.

CDGRX performance shows a YTD return of 4.96%. The 1-year return is 11.45% and the 5-year return is 6.49%. CDGRX dividend yield stands at 8.84%, paid annually.

CDGRX 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 CDGRX holdings, sector breakdown, or dividend history.

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