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Copeland Dividend Growth Fund Class A CDGRX

Quantitative rating as of
NAV / 1-Day Return
12.14  /  0.00
Total Assets
49.9 Mil
Adj. Expense Ratio
1.200%
Expense Ratio
1.200%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Allocation—70% to 85% Equity
Investment Style
Mid Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.15%
Turnover
34%

Morningstar’s Analysis CDGRX

Will CDGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling People rating and a subpar Parent Pillar limit Copeland Dividend Growth Fund Class A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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