CSDGX Mutual Fund

CSDGX Mutual Fund (Copeland Smid Cap Dividend Growth Fund Class A) is managed by Copeland Capital Management LLC with $1.4M in net assets. CSDGX expense ratio is 1.20%, holding 71 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2019-02-11.

CSDGX performance shows a YTD return of 12.92%. The 1-year return is 15.48% and the 5-year return is 4.83%. CSDGX dividend yield stands at 2.57%, paid annually.

CSDGX top holdings include Pricesmart Inc (2.4%), Cognex Corp - Common (2.0%), Hexcel Corp (1.9%), Ryman Healthcare Limited (1.9%), Wesco International Inc (1.9%). Go to all CSDGX holdings, CSDGX sectors, or CSDGX dividends.

CSDGX can be compared against other funds. Use CSDGX overlap to find shared positions, or CSDGX vs another fund for a side-by-side view. CSDGX alternatives are available via the screener, along with tax-loss harvesting opportunities.