Copeland Dividend Growth Fund (CDGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CDGRX
CDGRX charges 1.20% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CDGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CDGRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CDGRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CDGRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CDGRX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | CDGRX vs MAANX |
Best Risk-Adjusted Alternatives to CDGRX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CDGRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CDGRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CDGRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CDGRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CDGRX vs PMAIX |
Top Performing CDGRX Alternatives (YTD)
CDGRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CDGRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CDGRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CDGRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CDGRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CDGRX vs CONWX |
Lowest Volatility Alternatives to CDGRX
CDGRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CDGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CDGRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CDGRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CDGRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CDGRX vs SICIX |
Lowest Drawdown Alternatives to CDGRX
CDGRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CDGRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CDGRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CDGRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CDGRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CDGRX vs SICIX |
Other Mutual Funds from Copeland Funds
Most popular Copeland Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | Small Cap Blend Equities | 19 | 1.51% | Feb 27, 2017 | CDGRX vs CSMDX |
Often Compared With CDGRX
What investors most often compare with CDGRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | CDGRX vs SCHD | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | CDGRX vs DGRO | |
| Vanguard High Dividend Yield ETF | Dividend | 72 | 3.80% | Feb 7, 2019 | CDGRX vs VYM | |
| Fidelity High Dividend ETF | Large Cap Blend Equities, Dividend | 60 | -1.78% | Sep 12, 2016 | CDGRX vs FDVV | |
| Innovative Industrial Properties, Inc. | 40 | 10.03% | — | CDGRX vs IIPR | ||
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | CDGRX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | CDGRX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | CDGRX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | CDGRX vs EKBAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | CDGRX vs FYMIX |
Compare CDGRX with Any Fund or Stock
Compare CDGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.