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CDGRX Copeland Dividend Growth Fund Class A Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Broadcom Inc. (NASDAQ:AVGO), Costco Wholesale Corp (NASDAQ:COST), Intuit (NASDAQ:INTU).

Industry description

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

Market Cap

The average market capitalization across the Copeland Dividend Growth Fund Class A MF is 716.85B. The market cap for tickers in the group ranges from 7.05B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ENSG at 7.05B.

Volume

The average weekly volume growth across all stocks in the Copeland Dividend Growth Fund Class A MF was -15%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 69
P/E Growth Rating: 37
Price Growth Rating: 43
SMR Rating: 31
Profit Risk Rating: 8
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Copeland Trust1400 Peoples PlazaNewark
Phone
N/A
Web
www.copelandcapital.com
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CDGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CDGRX has been closely correlated with VMCIX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if CDGRX jumps, then VMCIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CDGRX
1D Price
Change %
CDGRX100%
+0.22%
VMCIX - CDGRX
90%
Closely correlated
+0.13%
VIMAX - CDGRX
90%
Closely correlated
+0.12%
VMCPX - CDGRX
90%
Closely correlated
+0.13%
VIMSX - CDGRX
90%
Closely correlated
+0.12%
FFIFX - CDGRX
87%
Closely correlated
+0.24%
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