Copeland Dividend Growth Fund (CDGRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CDGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CDGRX
CDGRX charges 1.20% annually. There are 467 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CDGRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CDGRX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | CDGRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CDGRX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CDGRX vs VTMFX |
Best Risk-Adjusted Alternatives to CDGRX
CDGRX has a PortfoliosLab risk / return rank of 24. There are 510 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CDGRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CDGRX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | CDGRX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | CDGRX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | CDGRX vs AYBLX |
Top Performing CDGRX Alternatives (YTD)
CDGRX is at 5.74% YTD. There are 339 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | CDGRX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | CDGRX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | CDGRX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | CDGRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | CDGRX vs TIBIX |
Lowest Volatility Alternatives to CDGRX
CDGRX has 12.09% 1-year volatility. There are 469 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CDGRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | CDGRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | CDGRX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CDGRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CDGRX vs CSTAX |
Lowest Drawdown Alternatives to CDGRX
CDGRX has a 1-year max drawdown of -8.37%. There are 458 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CDGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CDGRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CDGRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CDGRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CDGRX vs CSTAX |
Other Mutual Funds from Copeland Funds
The 1 most viewed Copeland Funds mutual funds shown here include CSMDX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | Small Cap Blend Equities | 27 | 12.45% | — | Feb 2017 | CDGRX vs CSMDX |
Often Compared With CDGRX
Investors most often compare CDGRX with SCHD, DGRO, VYM. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CDGRX with Any Fund or Stock
Compare CDGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CDGRX with funds that move differently
Copeland Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CDGRX.
Explore CDGRX Diversifiers