Copeland Risk Managed Fund Quote
| CDCRX Fund | USD 11.43 0.04 0.35% |
PerformanceGood
| Odds Of DistressLow
|
Copeland Risk is trading at 11.43 as of the 27th of January 2026; that is 0.35 percent up since the beginning of the trading day. The fund's open price was 11.39. Copeland Risk has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 27th of January 2026. 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 in the most recent annual period.. More on Copeland Risk Managed
Moving together with Copeland Mutual Fund
Copeland Mutual Fund Highlights
| Thematic Idea | Aggressive Funds (View all Themes) |
| Fund Concentration | Copeland Funds, Large Blend Funds, Mid-Cap Blend Funds, Aggressive Funds, Mid-Cap Blend, Copeland Funds, Large, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of March 2025 |
| Fiscal Year End | November |
Copeland Risk Managed [CDCRX] is traded in USA and was established 27th of January 2026. 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. The entity is thematically classified as Aggressive Funds. This fund currently has accumulated 26.67 M in assets under management (AUM) with no minimum investment requirementsCopeland Risk Managed is currently producing year-to-date (YTD) return of 4.09%, while the total return for the last 3 years was 11.21%.
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.
Copeland Risk Managed Risk Profiles
| Mean Deviation | 0.7894 | |||
| Semi Deviation | 0.453 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.11 |
Copeland Risk Against Markets
Copeland Mutual Fund Analysis Notes
The fund holds 98.78% of assets under management (AUM) in equities. Large Blend For more info on Copeland Risk Managed please contact the company at 888-926-7352.Copeland Risk Managed Investment Alerts
| Latest headline from news.google.com: Bristol arts funding protected for three more years in council U-turn - The Stage | |
| The fund holds 98.78% of its assets under management (AUM) in equities |
Copeland Risk Thematic Classifications
In addition to having Copeland Risk mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Aggressive FundsFunds investing in instruments and high expected return and risk |
Top Copeland Risk Managed Mutual Fund Constituents
| WEC | WEC Energy Group | Stock | |
| ZTS | Zoetis Inc | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| NKE | Nike Inc | Stock | |
| HD | The Home Depot | Stock | |
| AMGN | Amgen Inc | Stock | |
| HEI | Heico | Stock | |
| AAPL | Apple Inc | Stock | |
| ALL | The Allstate | Stock | |
| BLK | BlackRock | Stock | |
| BAH | Booz Allen Hamilton | Stock | |
| BC | Brunswick | Stock | |
| ATO | Atmos Energy | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| MSFT | Microsoft | Stock | |
| NEE | Nextera Energy | Stock | |
| DFS | Discover Financial Services | Stock | |
| EQIX | Equinix | Stock | |
| OLED | Universal Display | Stock | |
| V | Visa Class A | Stock | |
| RS | Reliance Steel Aluminum | Stock | |
| CABO | Cable One | Stock | |
| DPZ | Dominos Pizza Common | Stock | |
| SHW | Sherwin Williams Co | Stock | |
| CMCSA | Comcast Corp | Stock | |
| HRL | Hormel Foods | Stock | |
| FANG | Diamondback Energy | Stock |
Copeland Risk Outstanding Bonds
Copeland Risk issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Copeland Risk Managed uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Copeland bonds can be classified according to their maturity, which is the date when Copeland Risk Managed has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Copeland Risk Predictive Daily Indicators
Copeland Risk intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Copeland Risk mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 11.43 | |||
| Day Typical Price | 11.43 | |||
| Price Action Indicator | 0.02 | |||
| Period Momentum Indicator | 0.04 | |||
| Relative Strength Index | 64.14 |
Copeland Risk Forecast Models
Copeland Risk's time-series forecasting models are one of many Copeland Risk's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Copeland Risk's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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