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.
NAV / 1-Day Return
12.14 / 0.00
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—70% to 85% Equity
Investment StyleMid Blend
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Analysis CDGRX
Will CDGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.