Copeland Funds

Statistics as of May 01, 2025

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Found total of 3 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return ▼1yr ReturnTotal Assets6M Money Flow
Mid-Cap Blend
Expense Ratio
1.05%
TTM Yield
0.3%
3yr Sharpe
0.15
YTD Return
-4.9%
3yr Return
22.0%
1yr Return
4.7%
Total Assets
$30M
6M Money Flow
-$7M
Small Blend
Expense Ratio
0.95%
TTM Yield
0.6%
3yr Sharpe
-0.09
YTD Return
-7.0%
3yr Return
9.0%
1yr Return
-4.0%
Total Assets
$151M
6M Money Flow
-$13M
Foreign Small/Mid Growth
Expense Ratio
0.98%
TTM Yield
2.1%
3yr Sharpe
-0.20
YTD Return
6.9%
3yr Return
3.2%
1yr Return
6.6%
Total Assets
$614K
6M Money Flow
$47K