Industry description
The investment seeks long-term capital appreciation and income generation.
The fund is primarily composed of common stocks, American Depositary Receipts (“ADRs”), real estate investment trusts (“REITs”) of international companies or entities, Master Limited Partnerships (“MLPs”) and cash equivalents. Under normal market conditions, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in securities that pay a dividend and also have increased their dividend in the past 12 months or that the adviser expects to raise the dividend in the next 12 months.
Market Cap
The average market capitalization across the Copeland International Small Cap I MF is 3.44B. The market cap for tickers in the group ranges from 36.82M to 36.82M. SJ holds the highest valuation in this group at 36.82M. The lowest valued company is SJ at 36.82M.
Volume
The average weekly volume growth across all stocks in the Copeland International Small Cap I MF was -42%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was 27%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 56
P/E Growth Rating: 45
Price Growth Rating: 50
SMR Rating: 60
Profit Risk Rating: 61
Seasonality Score: 6 (-100 ... +100)