Copeland Risk Managed Fund Quote
| CDIVX Fund | USD 12.16 0.01 0.08% |
PerformanceGood
| Odds Of DistressLow
|
Copeland Risk is trading at 12.16 as of the 28th of December 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 12.15. 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 2nd of January 2025 and ending today, the 28th of December 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. 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
| 1.0 | CDCRX | Copeland Risk Managed | PairCorr |
| 1.0 | CDGRX | Copeland Risk Managed | PairCorr |
| 0.92 | CSDGX | Copeland Smid Cap | PairCorr |
Moving against Copeland Mutual Fund
Copeland Mutual Fund Highlights
| Fund Concentration | Copeland Funds, Large Blend Funds, Mid-Cap Blend 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 [CDIVX] is traded in USA and was established 28th of December 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 27.68 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 4.31% with the current yeild of 0.0%, while the total return for the last 3 years was 10.67%.
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
| OLED | Universal Display | Stock | Information Technology | |
| WEC | WEC Energy Group | Stock | Utilities | |
| AMGN | Amgen Inc | Stock | Health Care | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| MKC | McCormick Company Incorporated | Etf | Consumer Staples | |
| INTU | Intuit Inc | Stock | Information Technology | |
| BR | Broadridge Financial Solutions | Stock | Industrials | |
| MKTX | MarketAxess Holdings | Stock | Financials |
Copeland Risk Managed Risk Profiles
| Mean Deviation | 0.7365 | |||
| Semi Deviation | 0.4441 | |||
| Standard Deviation | 1.64 | |||
| Variance | 2.69 |
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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |