Copley Fund COPLX

Medalist Rating as of Aug 31, 2026 See Copley Investment Hub

Strategy

The investment seeks growth of capital. Under normal circumstances, the fund invests at least 80% of the value of its net assets in equity securities (principally common stock) of domestic companies with medium to large market capitalizations (“80% Policy”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
COPLX	Copley Fund	No Load	Open			Sep 1, 1978	$118.52M	1.150%	High	$1,000	−$6.18M

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Copley Fund COPLX

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