COPLX Mutual Fund (Copley Fund) is managed by Copley Financial Services with $120.1M in net assets. COPLX expense ratio is 1.15%, holding 34 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 1978-09-01.

COPLX performance shows a YTD return of 5.52%. The 1-year return is 14.32% and the 5-year return is 9.39%.

COPLX top holdings include 'alphabet Inc., Class 'a'' (7.2%), Microsoft Corp 4.100 Feb 06 37 (6.0%), Apple Inc (5.6%), Dell Technologies Inc. (5.5%), Meta Platforms, Inc. (5.4%). View all COPLX holdings, sector breakdown, or dividend history.

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