Industry description
The investment seeks long-term capital appreciation and income generation.
The fund is primarily composed of common and preferred stocks, master limited partnership units ("MLPs") and equity real estate investment trusts ("REITs") of U.S. companies. Under normal market conditions, it invests at least 80% of its net assets (including borrowings for investment purposes) in securities of small and mid-capitalization companies that pay a dividend and that have increased their dividend in the most recent annual period. The adviser sells securities when they fail to raise their dividend or no longer meet its fundamental stock selection criteria.
Market Cap
The average market capitalization across the Copeland SMID Cap Dividend Growth A MF is 11.67B. The market cap for tickers in the group ranges from 4.5B to 19.34B. BAH holds the highest valuation in this group at 19.34B. The lowest valued company is HLNE at 4.5B.
Volume
The average weekly volume growth across all stocks in the Copeland SMID Cap Dividend Growth A MF was 23%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 56%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 57
Price Growth Rating: 49
SMR Rating: 44
Profit Risk Rating: 11
Seasonality Score: -3 (-100 ... +100)