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Copeland Dividend Growth Fund Class A CDGRX

Quantitative rating as of
  • NAV / 1-Day Return 11.94  /  1.10 %
  • Total Assets 49.5 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.76%
  • Turnover 34%

Morningstar’s Analysis CDGRX

Will CDGRX outperform in future?

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

Summary

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A middling People rating and a subpar Parent Pillar limit Copeland Dividend Growth Fund Class A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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