Copeland International Risk Managed Dividend Growth Fund

U.S. News evaluated 81 Foreign Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.50 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 7.5%
1 Year 19.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation and income while preserving capital in declining markets. The fund purchases equities of companies with a proven track record of dividend growth within sectors forecasted to appreciate by the adviser's quantitative model. It invests, under normal market conditions, in at least three different foreign countries, and at least 40% of its assets outside of the US. The fund invests at least 80% of its assets in securities that have increased their dividend for a minimum of three consecutive years.

Fees

Fees are Low compared to funds in the same category.
Copeland International Risk Managed Dividend Growth Fund has an expense ratio of 1.60 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Copeland Capital Management Funds