Nasdaq - Delayed Quote USD

Blue Current Global Dividend Fund (BCGDX)

16.17 +0.13 (+0.81%)
At close: 8:05 AM EST
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DELL
  • Previous Close 16.04
  • YTD Return 16.73%
  • Expense Ratio 1.00%
  • Category World Large-Stock Value
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 74.55M
  • Beta (5Y Monthly) 0.80
  • Yield 1.87%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.26
  • Inception Date Sep 18, 2014

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities that either have paid a dividend in the 12 months prior to purchase, or are expected by the Adviser to pay a dividend within 12 months following the fund's purchase of the security. It will invest, under normal market conditions, in at least three different countries, one of which will be the United States. The fund will also invest at least 40% of its assets in foreign securities.

Blue Current Funds

Fund Family

World Large-Stock Value

Fund Category

74.55M

Net Assets

2014-09-18

Inception Date

Performance Overview: BCGDX

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Trailing returns as of 11/21/2024. Category is World Large-Stock Value.

YTD Return

BCGDX
16.73%
Category
14.38%
 

1-Year Return

BCGDX
30.61%
Category
39.50%
 

3-Year Return

BCGDX
7.49%
Category
9.11%
 

5-Year Return

BCGDX
10.18%
Category
10.10%
 

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Holdings: BCGDX

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Top 10 Holdings (36.35% of Total Assets)

SymbolCompany% Assets
FGZXX
FGZXX 5.18%
RTX
RTX 4.44%
WMT
WMT 3.71%
MS
MS 3.60%
HTHIY
HTHIY 3.60%
KO
KO 3.50%
AVGO
AVGO 3.20%
TRGP
TRGP 3.17%
MSFT
MSFT 3.02%
CCEP.L
CCEP.L 2.93%

Sector Weightings

SectorBCGDX
Industrials   16.62%
Healthcare   12.49%
Technology   11.10%
Energy   9.73%
Real Estate   0.00%
Utilities   0.00%

Recent News: BCGDX

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Research Reports: BCGDX

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