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Morningstar

Copeland SMID Cap Dividend Growth I CSMDX

Morningstar Analyst Rating
Quantitative rating as of | See Copeland Funds Investment Hub
  • NAV / 1-Day Return 14.54  /  0.89 %
  • Total Assets 54.6 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 1.38%
  • Turnover 35%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CSMDX

Will CSMDX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSMDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CSMDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CSMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Copeland SMID Cap Dividend Growth I earns a Morningstar Quantitative Rating of Neutral on the basis of subpar People and Parent Pillar ratings. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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