IDVIX Mutual Fund
IDVIX Mutual Fund
International Risk Managed Divid Growth Fund Class I
IDVIX Mutual Fund Overview
IDVIX Mutual Fund (International Risk Managed Divid Growth Fund Class I) is managed by Copeland Capital Management LLC with $1.6M in net assets. IDVIX expense ratio is 1.45%, holding 62 positions across various sectors. Inception date: 2012-12-17.
IDVIX performance shows data across multiple time periods. The 1-year return is -3.99% and the 5-year return is 1.47%. IDVIX dividend yield stands at 0.35%, paid annually.
IDVIX top holdings include a diversified portfolio. View all IDVIX holdings, sector breakdown, or dividend history.
IDVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IDVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.