Copeland Smid Financials
| CSMDX Fund | USD 16.26 0.12 0.73% |
Copeland |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Copeland Smid Fund Summary
Copeland Smid competes with Champlain Mid, Mid Cap, Eip Growth, Qs Defensive, and Smallcap Growth. The fund is primarily composed of common and preferred stocks, master limited partnership units and equity real estate investment trusts of U.S. companies. Under normal market conditions, it invests at least 80 percent of its net assets in securities of small and mid-capitalization companies that pay a dividend and that have increased their dividend in the most recent annual period. The adviser sells securities when they fail to raise their dividend or no longer meet its fundamental stock selection criteria.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Copeland Trust |
| Mutual Fund Family | Copeland Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 926 7352 |
| Currency | USD - US Dollar |
Copeland Smid Key Financial Ratios
Copeland Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Copeland Smid's current stock value. Our valuation model uses many indicators to compare Copeland Smid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Copeland Smid competition to find correlations between indicators driving Copeland Smid's intrinsic value. More Info.Copeland Smid Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 1,486 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Copeland Smid's earnings, one of the primary drivers of an investment's value.Copeland Smid Cap Systematic Risk
Copeland Smid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Copeland Smid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Copeland Smid Cap correlated with the market. If Beta is less than 0 Copeland Smid generally moves in the opposite direction as compared to the market. If Copeland Smid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Copeland Smid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Copeland Smid is generally in the same direction as the market. If Beta > 1 Copeland Smid moves generally in the same direction as, but more than the movement of the benchmark.
Copeland Smid December 14, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Copeland Smid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Copeland Smid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Copeland Smid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Copeland Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Copeland Smid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7433 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 5.33 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.55 |
Other Information on Investing in Copeland Mutual Fund
Copeland Smid financial ratios help investors to determine whether Copeland Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Copeland with respect to the benefits of owning Copeland Smid security.
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