Copeland Smid Cap Fund Quote
| CSMDX Fund | USD 16.48 0.02 0.12% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Copeland Smid is trading at 16.48 as of the 12th of December 2024; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 16.46. Copeland Smid has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of December 2023 and ending today, the 12th of December 2024. Click here to learn more.
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. More on Copeland Smid Cap
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Copeland Mutual Fund Highlights
| Fund Concentration | Copeland Funds, Large Funds, Small Blend Funds, Small Blend, Copeland Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Copeland Smid Cap [CSMDX] is traded in USA and was established 12th of December 2024. Copeland Smid is listed under Copeland Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Copeland Funds family. This fund currently has accumulated 61.78 M in assets under management (AUM) with minimum initial investment of 5 K. Copeland Smid Cap is currently producing year-to-date (YTD) return of 10.55% with the current yeild of 0.01%, while the total return for the last 3 years was 4.9%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Copeland Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Copeland Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Copeland Smid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Copeland Smid Cap Mutual Fund Constituents
| AAN | The Aarons | Stock | Consumer Discretionary | |
| POWI | Power Integrations | Stock | Information Technology | |
| HOMB | Home BancShares | Stock | Financials | |
| MNRO | Monro Muffler Brake | Stock | Consumer Discretionary | |
| PRG | PROG Holdings | Stock | Industrials | |
| SCI | Service International | Stock | Consumer Discretionary | |
| FDS | FactSet Research Systems | Stock | Financials | |
| BR | Broadridge Financial Solutions | Stock | Industrials |
Copeland Smid Cap Risk Profiles
| Mean Deviation | 0.6777 | |||
| Semi Deviation | 0.6942 | |||
| Standard Deviation | 0.9341 | |||
| Variance | 0.8725 |
Copeland Smid Against Markets
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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
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