CDGRX Mutual Fund
NAV$13.26
AUM$10M
TER1.20%
Holdings68
CDGRX Mutual Fund
NAV$13.26
Copeland Dividend Growth Fund Class A
AUM$10M
TER1.20%
Holdings68
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See the full sector breakdown of CDGRX
Sector concentration, industry allocation and the exact weight of every sector.
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CDGRX Mutual Fund Sector Allocation
CDGRX sector allocation breaks down across Information Technology (24.1%), Industrials (14.5%), Financials (12.8%), Consumer Discretionary (12.0%), Health Care (10.6%). Across 68 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
CDGRX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
CDGRX geographic allocation shows country exposure. CDGRX overlap calculator reveals how sector exposure compares with other funds.