Copeland Risk Managed Fund Quote
| CDCRX Fund | USD 11.77 0.07 0.59% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Copeland Risk is trading at 11.77 as of the 19th of April 2024; that is -0.59 percent decrease since the beginning of the trading day. The fund's open price was 11.84. Copeland Risk has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Copeland Risk Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund seeks to achieve its investment objectives of producing long-term capital appreciation and income generation, by applying its fundamental stock selection to purchase equities of companies with a proven track record of dividend growth. Under normal market conditions, the fund invests at least 80 percent of its net assets in securities that have increased their dividend for a minimum of five consecutive years.. More on Copeland Risk Managed
Moving together with Copeland Mutual Fund
| 0.92 | CDGRX | Copeland Risk Managed | PairCorr |
| 0.92 | CDIVX | Copeland Risk Managed | PairCorr |
| 0.91 | CSDGX | Copeland Smid Cap | PairCorr |
| 0.91 | CSMDX | Copeland Smid Cap | PairCorr |
| 0.91 | VIMAX | Vanguard Mid Cap | PairCorr |
| 0.91 | VIMSX | Vanguard Mid Cap | PairCorr |
Copeland Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Copeland Risk's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Copeland Risk or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Aggressive Funds (View all Themes) |
| Fund Concentration | Copeland Funds, Large Funds, Mid-Cap Blend Funds, Aggressive Funds, Mid-Cap Blend, Copeland Funds, Large, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Copeland Risk Managed [CDCRX] is traded in USA and was established 19th of April 2024. Copeland Risk is listed under Copeland Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Copeland Funds family. The entity is thematically classified as Aggressive Funds. This fund currently has accumulated 47 M in assets under management (AUM) with no minimum investment requirementsCopeland Risk Managed is currently producing year-to-date (YTD) return of 1.35%, while the total return for the last 3 years was 5.09%.
Check Copeland Risk Probability Of Bankruptcy
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 Risk Managed 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 Risk Managed Mutual Fund Constituents
| DHI | DR Horton | Stock | Consumer Discretionary |
| AAN | The Aarons | Stock | Consumer Discretionary |
| EHC | Encompass Health Corp | Stock | Health Care |
| COST | Costco Wholesale Corp | Stock | Consumer Staples |
| MORN | Morningstar | Stock | Financials |
| AMGN | Amgen Inc | Stock | Health Care |
| NKE | Nike Inc | Stock | Consumer Discretionary |
Copeland Risk Target Price Odds Analysis
Based on a normal probability distribution, the odds of Copeland Risk jumping above the current price in 90 days from now is about 89.44%. The Copeland Risk Managed probability density function shows the probability of Copeland Risk mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Copeland Risk has a beta of 0.0136 suggesting as returns on the market go up, Copeland Risk average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Copeland Risk Managed will be expected to be much smaller as well. Additionally, copeland Risk Managed has an alpha of 0.0025, implying that it can generate a 0.002544 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Copeland Risk to move above the current price in 90 days from now is about 89.44 (This Copeland Risk Managed probability density function shows the probability of Copeland Mutual Fund to fall within a particular range of prices over 90 days) .
Copeland Risk Managed Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Copeland Risk market risk premium is the additional return an investor will receive from holding Copeland Risk long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Copeland Risk. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Copeland Risk's alpha and beta are two of the key measurements used to evaluate Copeland Risk's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6076 | |||
| Semi Deviation | 0.8335 | |||
| Standard Deviation | 0.7805 | |||
| Variance | 0.6092 |
Copeland Risk Against Markets
Picking the right benchmark for Copeland Risk mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Copeland Risk mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Copeland Risk is critical whether you are bullish or bearish towards Copeland Risk Managed at a given time. Please also check how Copeland Risk's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Copeland Risk without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Correlation AnalysisReduce portfolio risk simply by holding instruments which are not perfectly correlated |
| All Next | Launch Module |
How to buy Copeland Mutual Fund?
Before investing in Copeland Risk, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Copeland Risk. To buy Copeland Risk fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Copeland Risk. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Copeland Risk fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Copeland Risk Managed fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Copeland Risk Managed fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Copeland Risk Managed, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Copeland Risk Managed?
The danger of trading Copeland Risk Managed is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Copeland Risk is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Copeland Risk. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Copeland Risk Managed is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Copeland Risk Managed. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.