Copeland International Small Fund Quote
| CISAX Fund | USD 7.86 0.04 0.51% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Copeland International is trading at 7.86 as of the 22nd of November 2024; that is 0.51 percent decrease since the beginning of the trading day. The fund's open price was 7.9. Copeland International 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. Equity ratings for Copeland International Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund is primarily composed of common stocks, American Depositary Receipts , real estate investment trusts of international companies or entities, Master Limited Partnerships and cash equivalents. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that pay a dividend and also have increased their dividend in the past 12 months or that the adviser expects to raise the dividend in the next 12 months.. More on Copeland International Small
Moving together with Copeland Mutual Fund
Moving against Copeland Mutual Fund
Copeland Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Copeland Funds, Large Funds, Foreign Small/Mid Blend Funds, Small Growth Funds, Foreign Small/Mid Blend, Copeland Funds, Large, Foreign Small/Mid Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Copeland International Small [CISAX] is traded in USA and was established 22nd of November 2024. Copeland International is listed under Copeland Funds category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Blend category and is part of Copeland Funds family. The entity is thematically classified as Small Growth Funds. Copeland International currently has accumulated 529.37 K in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.02%.
Check Copeland International 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 International Small 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 International Small Mutual Fund Constituents
| IPAR | Inter Parfums | Stock | Consumer Staples | |
| SCZ | iShares MSCI EAFE | Etf | Foreign Small/Mid Blend |
Copeland International Risk Profiles
| Mean Deviation | 0.6617 | |||
| Standard Deviation | 0.8577 | |||
| Variance | 0.7356 | |||
| Risk Adjusted Performance | (0.06) |
Copeland International Against Markets
Other Information on Investing in Copeland Mutual Fund
Copeland International 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 International security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |