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CDIVX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
43.06M

CDIVX Copeland Dividend Growth Fund Class I Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Unitedhealth Group (NYSE:UNH), Broadcom (NASDAQ:AVGO), Pioneer Natural Resource Co (NYSE:PXD), Diamondback Energy (NASDAQ:FANG).

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 I MF is 188.99B. The market cap for tickers in the group ranges from 3.6B to 2.72T. AAPL holds the highest valuation in this group at 2.72T. The lowest valued company is NOG at 3.6B.

Volume

The average weekly volume growth across all stocks in the Copeland Dividend Growth Fund Class I MF was 3%. For the same stocks of the MF, the average monthly volume growth was 34% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 53
P/E Growth Rating: 47
Price Growth Rating: 45
SMR Rating: 37
Profit Risk Rating: 33
Seasonality Score: -30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Copeland Trust1400 Peoples PlazaNewark
Phone
N/A
Web
www.copelandcapital.com
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CDIVX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CDIVX
1D Price
Change %
CDIVX100%
-0.17%
FXAIX - CDIVX
90%
Closely correlated
-1.64%
VFINX - CDIVX
90%
Closely correlated
-1.64%
VFFSX - CDIVX
89%
Closely correlated
-1.64%
VSTSX - CDIVX
89%
Closely correlated
-1.68%
VFIAX - CDIVX
89%
Closely correlated
-1.64%
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