Copeland Risk Managed Fund Quote

CDGRX Fund  USD 12.78  0.06  0.47%   

Performance

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Odds Of Distress

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Copeland Risk is trading at 12.78 as of the 14th of December 2024; that is 0.47 percent down since the beginning of the trading day. The fund's open price was 12.84. 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 14th of November 2024 and ending today, the 14th of December 2024. 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. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that have increased their dividend for a minimum of five consecutive years.. More on Copeland Risk Managed

Moving together with Copeland Mutual Fund

  0.83CDCRX Copeland Risk ManagedPairCorr
  1.0CDIVX Copeland Risk ManagedPairCorr

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 [CDGRX] is traded in USA and was established 14th of December 2024. 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 14.53% with the current yeild of 0.0%, while the total return for the last 3 years was 5.93%.
Check Copeland Risk Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Copeland Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Copeland Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Copeland Risk Managed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Copeland Risk Managed Mutual Fund Constituents

MSIMotorola SolutionsStockInformation Technology
PXDPioneer Natural ResourcesStockEnergy
UNPUnion PacificStockIndustrials
DPZDominos PizzaStockConsumer Discretionary
EQIXEquinixStockReal Estate
CMCSAComcast CorpStockCommunication Services
AWKAmerican Water WorksStockUtilities
COSTCostco Wholesale CorpStockConsumer Staples
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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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