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COFYX Mutual Fund Price & Analysis

The investment seeks total return, consisting of long-term capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks. In addition, under normal circumstances, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the fund's investment manager believes are undervalued and have the potential for long-term growth and current income. The fund may also invest up to 20% of its net assets in foreign securities.
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COFYX Mutual Fund Chart & Stats

COFYX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
7.03%
Nvidia Corporation
6.53%
Apple Inc
6.38%
Amazon.Com, Inc.
4.64%
Meta Platforms, Inc.
3.25%
JPMorgan Chase & Co.
2.20%
Eli Lilly And Company
2.18%
Alphabet Inc. Class A
2.06%
Alphabet Inc. Class C
1.99%
Ebay Inc
1.95%
Total38.21%

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