Mutual funds · US large cap index · ranked #5 of 57
CIDNX
Copperfield 500 Index Fund
$75.49+1.57% todayNAV · updates once a day
Composite score model v1.0
Why 70: A long-tenured manager and low fees.
70
Beats benchmark 25%65
Cost 25%84
Stability 20%47
Momentum 15%71
Manager tenure 15%84
Each factor is ranked 0–100 against the rest of the Mutual funds board, then weighted. Scores compare assets within this board only.
Track record
Trading since1970
1Y+18.7%
3Y ann.+16.4%
5Y ann.+20.5%
1Y volatility15.5%
Max drawdown-26%
Expense ratio0.10%
Calendar-year returns
2026 YTD+15%
2025-12%
2024+47%
2023+41%
2022+29%
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Holders, insiders and news Pro
Notable holders (13F), insider trades (Form 4) from SEC EDGAR, and AI tone-tagged headlines from the licensed news wire appear here once the data pipeline is connected.