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CSIIX Copeland International Small Cap I Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

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)
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A.I. Advisor
published General Information

General Information

Category ForeignSmallMidValue

Profile
Fundamentals
Details
Category
Foreign Small/Mid Blend
Address
Copeland Trust1400 Peoples PlazaNewark
Phone
N/A
Web
www.copelandcapital.com
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CSIIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSIIX has been closely correlated with VFSAX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSIIX jumps, then VFSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSIIX
1D Price
Change %
CSIIX100%
-0.47%
VFSAX - CSIIX
91%
Closely correlated
-0.26%
FIQIX - CSIIX
91%
Closely correlated
-0.27%
GGDPX - CSIIX
33%
Loosely correlated
+0.07%
GICUX - CSIIX
33%
Poorly correlated
+0.07%
VFSNX - CSIIX
32%
Poorly correlated
-0.26%
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