COPLX Mutual Fund

COPLX Mutual Fund (Copley Fund) is managed by Copley Financial Services with $119.5M in net assets. COPLX expense ratio is 1.15%, holding 37 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 1978-09-01.

COPLX performance shows a YTD return of 7.93%. The 1-year return is 9.35% and the 5-year return is 10.00%.

COPLX top holdings include Microsoft Corp (6.2%), Apple, Inc (5.4%), Marathon Petroleum Corp (5.4%), Bank of America Corp.: Financials (4.6%), Morgan Stanley (4.5%). 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.