CSDGX Mutual Fund

CSDGX Mutual Fund (Copeland Smid Cap Dividend Growth Fund Class A) is managed by Copeland Capital Management LLC with $1.5M 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 4.82%. CSDGX dividend yield stands at 2.53%, paid annually.

CSDGX top holdings include Aaon, Inc. (2.6%), Littelfuse Inc (2.5%), Nvent Electric Plc Ordinary Shares (2.4%), Kulicke & Soffa Industries (2.4%), Wesco International Inc (2.4%). 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.