Copeland Funds

Statistics as of Apr 02, 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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Foreign Small/Mid Growth
Expense Ratio
0.98%
TTM Yield
2.1%
3yr Sharpe
-0.45
YTD Return
4.0%
3yr Return
-8.1%
1yr Return
-1.2%
Total Assets
$590K
6M Money Flow
$48K
Small Blend
Expense Ratio
0.95%
TTM Yield
0.6%
3yr Sharpe
-0.18
YTD Return
-3.1%
3yr Return
5.2%
1yr Return
-4.3%
Total Assets
$166M
6M Money Flow
-$3M
Mid-Cap Blend
Expense Ratio
1.05%
TTM Yield
0.3%
3yr Sharpe
-0.01
YTD Return
-3.4%
3yr Return
13.9%
1yr Return
2.3%
Total Assets
$31M
6M Money Flow
-$6M