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Copley (COPLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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167.12+0.89 (+0.54%)
At close: 08:01PM EDT

Copley

Las Vegas NV 89108

5348 Vegas Dr

Copley Fund Inc

877-881-2751
Management information
Vijay Kumar Chopra,Lead manager since 27 June 2018
Dr. Chopra is Senior Managing Director and Portfolio Manager, managing global, international and emerging market equity strategies at DCM Advisors, LLC. Prior to DCM Advisors, Dr. Chopra managed equity strategies at Lebenthal Asset Management, Roosevelt Investments, Mesirow Financial, Bear Stearns Asset Management, and was a Managing Partner at VKC Investments. Prior to VKC Investments, Dr. Chopra was a Portfolio Manager at Jacobs Levy Equity Management, where he co-managed over $13.0 billion in institutional active US equity, and a Director and Portfolio Manager at Deutsche Asset Management, where he co-managed $4.5 billion in global and regional equity portfolios. He has also served as portfolio manager at State Street Global Advisors, and as Vice President in international equities at Bankers Trust Company. Dr. Chopra started his investment career as Senior Research Analyst with Frank Russell Company. Dr. Chopra holds a Doctorate and MBA in Finance from Vanderbilt University, a CFA charter, and an undergraduate degree in Electrical Engineering from the Indian Institute of Technology.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Value
Fund familyCopley
Net assets93.03M
YTD return7.67%
Yield0.00%
Morningstar rating★★★
Inception date31 Aug 1978

Fund operations

Last dividendN/A
Last cap gain4.00
Holdings turnover3.54%
Average for categoryN/A

Fees and expenses

ExpenseCOPLXCategory average
Annual report expense ratio (net)1.16%0.90%
Prospectus net expense ratio1.16%N/A
Prospectus gross expense ratio1.16%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A