BCGDX Mutual Fund
BCGDX Mutual Fund
Blue Current Global Dividend Fund- Institutional Class

BCGDX Mutual Fund Overview
BCGDX Mutual Fund (Blue Current Global Dividend Fund- Institutional Class) is managed by Blue Current with $98.8M in net assets. BCGDX expense ratio is 1.01%, holding 43 positions across sectors including Unknown, Financials, Consumer Staples. Inception date: 2014-09-18.
BCGDX performance shows a YTD return of 8.65%. The 1-year return is 21.54% and the 5-year return is 12.57%. BCGDX dividend yield stands at 3.72%, paid quarterly.
BCGDX top holdings include Johnson & Johnson (3.5%), Targa Resources Corp Preferred (3.5%), Taiwan Semiconductor - Adr (3.3%), Sandoz Group Ag (3.3%), Mitsubishi Ufj Financial Group Inc Adr (3.2%). View all BCGDX holdings, sector breakdown, or dividend history.
BCGDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BCGDX alternatives are available via the screener, along with tax-loss harvesting opportunities.