Copeland Risk is trading at 12.47 as of the 18th of January 2026; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 12.48. 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 28th of February 2024 and ending today, the 18th 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
Copeland Risk Managed [CDIVX] is traded in USA and was established 18th 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. This fund currently has accumulated 26.72 M in assets under management (AUM) with minimum initial investment of 25 K. Copeland Risk Managed is currently producing year-to-date (YTD) return of 3.42%, while the total return for the last 3 years was 12.96%.
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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
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.