IDVCX
Copeland International Risk Managed Dividend Growth Fund
Copeland Trust
Expense ratio
Net assets1
$4.67M
Holdings1
61
Category
International Equity
Return

Top holdings

As of Aug. 31, 2020 · N-PORT
SecurityTickerValue% of fund
UNITED STATES TREASURY NOTE 1.50000000 $1.45M 31.11%
CAN NATL RAILWAY $72.27K 1.55%
DOLLARAMA INC $69.68K 1.49%
SONY GRP. CORP SNEJF $67.96K 1.46%
TORONTO-DOMINION BANK $67.57K 1.45%
NESTLE SA-REG $67.23K 1.44%
ROCHE HLDG-GENUS $67.08K 1.44%
AIA $65.57K 1.40%
OPTION NVO US $60.36K 1.29%
CRODA INTL. $59.05K 1.26%
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Allocation by sector

As of August 31, 2020 · N-PORT
View portfolio breakdown →

Portfolio moves

May 31, 2020 → Aug 31, 2020
Opened
5
Exited
6
Increased
1
Decreased
53
Unchanged
2

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of August 31, 2020, from the fund's N-PORT filing.

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