Copeland Smid Mutual Fund Money Managers

CSDGX Fund  USD 16.37  0.02  0.12%   
Break down of Copeland Smid's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Copeland Smid's future under-performance.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Copeland Smid Cap. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.
Symbol  CSDGX
Name  Copeland Smid Cap
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Copeland Smid Cap Leadership is currently not available.

If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas  

Copeland Smid Net Asset Comparison

Copeland Smid Cap is third largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 226.75 Million. Copeland Smid holds roughly 11.46 Million in net asset claiming about 5% of funds listed under Small Blend category.

Copeland Smid Cap Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Copeland Smid Cap Price Series Summation is a cross summation of Copeland Smid price series and its benchmark/peer.

About Copeland Smid Management Performance

The success or failure of an entity such as Copeland Smid Cap often depends on how effective the management is. Copeland Smid management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Copeland management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Copeland management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund is primarily composed of common and preferred stocks, master limited partnership units and equity real estate investment trusts of U.S. companies. Under normal market conditions, it invests at least 80 percent of its net assets in securities of small and mid-capitalization companies that pay a dividend and that have increased their dividend in the most recent annual period. The adviser sells securities when they fail to raise their dividend or no longer meet its fundamental stock selection criteria.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Copeland Mutual Fund

Copeland Smid financial ratios help investors to determine whether Copeland Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Copeland with respect to the benefits of owning Copeland Smid security.
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation