PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Copeland Dividend Growth Fund (CDGRX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

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% of its net assets (including borrowings for investment purposes) in securities that have increased their dividend for a minimum of five consecutive years.

Looking to diversify beyond CDGRX? The mutual funds below have the lowest correlation with CDGRX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from CDGRX.

Best Diversifiers for CDGRX

2 mutual funds have low correlation with CDGRX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.07, down from 0.14 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SIFAX
SEI Institutional Managed Trust Multi-Asset Inflat...-0.070.040.14
73
Diversified PortfolioCDGRX vs SIFAX
MHELX
MH Elite Small Cap Fund of Funds Fund0.020.180.52
64
Diversified PortfolioCDGRX vs MHELX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.320.530.59
95
Diversified PortfolioCDGRX vs FCSRX
FSIRX
Fidelity Advisor Strategic Real Return Fund Class ...0.330.540.59
96
Diversified PortfolioCDGRX vs FSIRX
FIQDX
Fidelity Advisor Strategic Real Return Fund Class ...0.330.530.59
96
Diversified PortfolioCDGRX vs FIQDX
See all 28 diversifiers for CDGRX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from CDGRX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to CDGRX and solid risk/return profiles. The least correlated is Innovative Industrial Properties, Inc. (IIPR) (Real Estate) with a 1Y correlation of 0.36, down from 0.58 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
IIPR
Innovative Industrial Properties, Inc.0.360.510.58
56
Real Estate

Rows per page

1–1 of 1

Diversification Analysis

Build a portfolio that complements CDGRX

Add CDGRX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with CDGRX