CDGRX Mutual Fund

CDGRX Mutual Fund (Copeland Dividend Growth Fund Class A) is managed by Copeland Capital Management LLC with $10.0M in net assets. CDGRX expense ratio is 1.20%, holding 63 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2010-12-28.

CDGRX performance shows a YTD return of 1.95%. The 1-year return is 4.86% and the 5-year return is 5.88%.

CDGRX top holdings include Microsoft Corp (4.2%), Nvidia Corp (3.4%), Apple, Inc (2.6%), Alphabet Inc (2.5%), Amphenol Corp. Class A (2.3%). Go to all CDGRX holdings, CDGRX sectors, or CDGRX dividends.

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