CSDGX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Copeland SMID Cap Dividend Growth A (CSDGX) Ownership - Who owns Copeland SMID Cap Dividend Growth A?

The investment seeks long-term capital appreciation and income generation... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

CSDGX

Net Assets

174M

Fund Existence

about 6 years

Turnover

24.00

Total Expense Ratio

1.20

Front Load

5.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.81

Assets in Top Ten Holdings

23.5M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.23M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Number of Long Holdings

69.00

Number of Net Holdings

70.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

19.54%

Gain YTD

-1.972

Annual Yield % from dividends

0.37

Returns for 1 year

-3.42

Returns for 3 years

6.30

Returns for 5 years

46.33

Returns for 10 years

N/A

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Category SmallBlend

Profile

Fundamentals

Details