Copeland Risk Managed Fund Quote

CDCRX Fund  USD 11.13  0.02  0.18%   

Performance

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Odds Of Distress

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Copeland Risk is trading at 11.13 as of the 26th of February 2025; that is 0.18 percent up since the beginning of the trading day. The fund's open price was 11.11. Copeland Risk has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income generation, by applying its fundamental stock selection to purchase equities of companies with a proven track record of dividend growth. Copeland Risk is traded on NASDAQ Exchange in the United States.. More on Copeland Risk Managed

Moving together with Copeland Mutual Fund

  1.0CDIVX Copeland Risk ManagedPairCorr
  0.66CISAX Copeland InternationalPairCorr
  0.91CSDGX Copeland Smid CapPairCorr
  0.66CSIIX Columbia Small CapPairCorr

Copeland Mutual Fund Highlights

Fund ConcentrationCopeland Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Copeland Funds, Large, Allocation--70% to 85% Equity (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date30th of March 2023
Fiscal Year EndNovember
Copeland Risk Managed [CDCRX] is traded in USA and was established 26th of February 2025. Copeland Risk is listed under Copeland Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Copeland Funds family. This fund currently has accumulated 47 M in assets under management (AUM) with no minimum investment requirementsCopeland Risk Managed is currently producing year-to-date (YTD) return of 0.44%, while the total return for the last 3 years was 5.7%.
Check Copeland Risk Probability Of Bankruptcy

Instrument Allocation

Top Copeland Risk Managed Mutual Fund Constituents

CABOCable OneStockCommunication Services
MSMMSC Industrial DirectStockIndustrials
PSXPhillips 66StockEnergy
MSFTMicrosoftStockInformation Technology
MKTXMarketAxess HoldingsStockFinancials
CDWCDW CorpStockInformation Technology
MKCMcCormick Company IncorporatedEtfConsumer Staples
HEIHeicoStockIndustrials
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Copeland Risk Managed Risk Profiles

Copeland Risk Against Markets

Other Information on Investing in Copeland Mutual Fund

Copeland Risk 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 Risk security.
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