Copeland Funds Mutual Funds List
Here you can find all mutual funds issued by Copeland Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.08%
- Avg. 1 Year Return
- 15.38%
- Avg. 5 Year Return
- 6.05%
- Median Risk/Return Score
- 19 / 100
Copeland Funds Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Copeland Dividend Growth Fund | Diversified Portfolio | Dec 27, 2010 | 1.20% | 4.43% | 11.06% | 8.95% | 19 | ||||||||
| Copeland SMID Cap Dividend Growth Fund | Small Cap Blend Equities | Feb 27, 2017 | 0.95% | 11.14% | — | 2.83% | 19 |
Explore top Copeland Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Copeland Funds Mutual funds by Risk/Return Score
The top Copeland Funds Mutual funds by PortfoliosLab Risk/Return Score are CSMDX (19) and CDGRX (19).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 19 | — | Feb 2017 | |
| Copeland Dividend Growth Fund | 19 | — | Dec 2010 |
Best-Performing Copeland Funds Mutual funds Over 5 Years
The top Copeland Funds Mutual funds is CDGRX (7.28%).
Across the lineup, Copeland Funds Mutual funds show an average 1-year return of 15.38% and an average 5-year return of 6.05%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Copeland Dividend Growth Fund | 7.28% | — | Dec 2010 | |
| Copeland SMID Cap Dividend Growth Fund | 4.81% | — | Feb 2017 |
Lowest-Cost Copeland Funds Mutual funds
The top Copeland Funds Mutual funds is CSMDX (0.95%).
With an average expense ratio of 1.08%, Copeland Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 0.95% | — | Feb 2017 | |
| Copeland Dividend Growth Fund | 1.20% | — | Dec 2010 |
Highest-Yield Copeland Funds Mutual funds
The top Copeland Funds Mutual funds is CDGRX (8.95%).
Across the lineup, Copeland Funds Mutual funds show an average dividend yield of 5.89%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Copeland Dividend Growth Fund | 8.95% | — | Dec 2010 | |
| Copeland SMID Cap Dividend Growth Fund | 2.83% | — | Feb 2017 |
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