BCGDX Mutual Fund

BCGDX Mutual Fund (Blue Current Global Dividend Fund- Institutional Class) is managed by Blue Current with $93.3M in net assets. BCGDX expense ratio is 1.01%, holding 42 positions across sectors including Financials, Information Technology, Consumer Staples. Inception date: 2014-09-18.

BCGDX performance shows a YTD return of 8.02%. The 1-year return is 14.76% and the 5-year return is 12.84%. BCGDX dividend yield stands at 4.30%, paid quarterly.

BCGDX top holdings include Dbs Group Holdings-spon A (3.5%), Sandoz Group Ag (3.5%), Broadcom Inc (3.4%), Ventas  Inc . (3.3%), Mufg Securities Americas Inc (3.2%). Go to all BCGDX holdings, BCGDX sectors, or BCGDX dividends.

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