CDIVX Mutual Fund

CDIVX Mutual Fund (Copeland Dividend Growth Fund Class I) is managed by Copeland Capital Management LLC with $9.5M in net assets. CDIVX expense ratio is 1.05%, holding 65 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2013-03-01.

CDIVX performance shows a YTD return of 6.05%. The 1-year return is 12.01% and the 5-year return is 7.07%. CDIVX dividend yield stands at 8.88%, paid annually.

CDIVX top holdings include Microsoft Corp (3.9%), Nvidia Corp (3.0%), Alphabet Inc,class A (2.7%), Apple, Inc (2.5%), Morgan Stanley (2.4%). Go to all CDIVX holdings, CDIVX sectors, or CDIVX dividends.

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