COPLX Mutual Fund

COPLX Mutual Fund (Copley Fund) is managed by Copley Financial Services with $120.8M 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 9.97%. The 1-year return is 17.29% and the 5-year return is 10.27%.

COPLX top holdings include Alphabet Inc,class A (5.8%), Apple, Inc (5.2%), Microsoft Corp (4.8%), Morgan Stanley (4.7%), Bank of America Corp.: Financials (4.4%). Go to all COPLX holdings, COPLX sectors, or COPLX dividends.

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