Copley Fund Inc Fund Quote
COPLX Fund | USD 179.49 4.35 2.37% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Copley Fund is trading at 179.49 as of the 18th of December 2024; that is 2.37% down since the beginning of the trading day. The fund's open price was 183.84. Copley Fund has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 19th of September 2024 and ending today, the 18th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in equity securities of domestic companies with medium to large market capitalizations . More on Copley Fund Inc
Moving together with Copley Mutual Fund
0.81 | VVIAX | Vanguard Value Index | PairCorr |
0.89 | DOXGX | Dodge Cox Stock | PairCorr |
0.67 | FFMMX | American Funds American | PairCorr |
0.68 | FFFMX | American Funds American | PairCorr |
Moving against Copley Mutual Fund
Copley Mutual Fund Highlights
Fund Concentration | Copley Funds, Large Value Funds, Large Value, Copley, Large Blend, Large Value (View all Sectors) |
Update Date | 31st of December 2024 |
Copley Fund Inc [COPLX] is traded in USA and was established 18th of December 2024. Copley Fund is listed under Copley category by Fama And French industry classification. The fund is listed under Large Value category and is part of Copley family. This fund currently has accumulated 97.75 M in assets under management (AUM) with minimum initial investment of 1 K. Copley Fund is currently producing year-to-date (YTD) return of 21.29%, while the total return for the last 3 years was 7.07%.
Check Copley Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Copley Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Copley Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Copley Fund Inc Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Copley Fund Inc Mutual Fund Constituents
GLW | Corning Incorporated | Stock | Information Technology | |
XOM | Exxon Mobil Corp | Stock | Energy | |
VZ | Verizon Communications | Stock | Communication Services | |
SRE | Sempra Energy | Stock | Utilities | |
PNC | PNC Financial Services | Stock | Financials | |
OC | Owens Corning | Stock | Industrials | |
NKE | Nike Inc | Stock | Consumer Discretionary | |
NEE | Nextera Energy | Stock | Utilities |
Copley Fund Risk Profiles
Mean Deviation | 0.4331 | |||
Semi Deviation | 0.1944 | |||
Standard Deviation | 0.6379 | |||
Variance | 0.407 |
Copley Fund Against Markets
Other Information on Investing in Copley Mutual Fund
Copley Fund financial ratios help investors to determine whether Copley Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Copley with respect to the benefits of owning Copley Fund security.
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