CSDGX Mutual Fund

NAV$17.13

AUM$1M

TER1.20%

Holdings71

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CSDGX Mutual Fund

NAV$17.13

Copeland Smid Cap Dividend Growth Fund Class A

AUM$1M

TER1.20%

Holdings71

See how much of CSDGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CSDGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CSDGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSDGX Mutual Fund Overlap Analysis

CSDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CSDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, CSDGX may share significant positions with broad-market funds.

CSDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSDGX tax-loss harvesting finds highly correlated but non-identical funds.