Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Copeland Funds Mutual Funds
View all of Copeland Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Copeland Funds Funds List
Share Class Type
1 to 7 of 7 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Copeland Dividend Growth Fund Class I | CDIVX | Mid-Cap Blend | 4.82% | 80 | 1.050% | High | Institutional | $25,000 | ||
| Copeland SMID Cap Dividend Growth A | CSDGX | Small Blend | 3.05% | 58 | 1.200% | Below Average | Front Load | $5,000 | ||
| Copeland SMID Cap Dividend Growth I | CSMDX | Small Blend | 2.70% | 55 | 0.950% | Average | Institutional | $5,000 | ||
| Copeland Dividend Growth Fund Class A | CDGRX | Mid-Cap Blend | 4.74% | 81 | 1.200% | Average | Front Load | $1,000 | ||
| Copeland Dividend Growth Fund Class C | CDCRX | Mid-Cap Blend | 3.21% | 86 | 1.950% | Above Average | Level Load | $1,000 | ||
| Copeland International Small Cap A | CISAX | Foreign Small/Mid Blend | — | −2.80% | 100 | 1.230% | Low | Front Load | $5,000 | |
| Copeland International Small Cap I | CSIIX | Foreign Small/Mid Blend | — | −3.28% | 100 | 0.980% | Below Average | Institutional | $5,000 |
Copeland Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank