Copeland Dividend Growth FundCDCRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$27.2M
Expense ratio
1.95%
1-year return
+13.8%
3 years, a year
+11.7%
5 years, a year
+8.8%
Holdings
68
What it aims to do.
The Fund seeks long-term capital appreciation and income generation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Northern Institutional Funds | 3.33% |
| TSM Taiwan Semiconductor Manufacturing Co., Ltd. | 2.11% |
| JBHT J. B. Hunt Transport Services, Inc. | 1.98% |
| MS Morgan Stanley | 1.98% |
| LRCX Lam Research Corporation | 1.97% |
| NYT The New York Times Company | 1.96% |
| MSFT Microsoft Corp. | 1.96% |
| JPM JPMorgan Chase & Co. | 1.94% |
| ROST Ross Stores Inc | 1.93% |
| WCC Wesco International, Inc. | 1.90% |
More on CDCRX.
- CDCRX overview
- CDCRX holdings
- CDCRX risk
- CDCRX costs
- CDCRX money in and out
- CDCRX share classes
- Compare CDCRX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.