Skip to Content
Morningstar

Copeland Dividend Growth Fund Class C CDCRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Copeland Funds Investment Hub

Morningstar’s Analysis CDCRX

Will CDCRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDCRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CDCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Copeland Dividend Growth Fund Class C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers. The strategy changed its peer group last March, moving from the Large Blend category to the Mid-Cap Blend Morningstar Category.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor