CSDGX Mutual Fund
CSDGX Mutual Fund
NAV$17.34
AUM$1M
TER1.20%
Holdings70
CSDGX Mutual Fund
NAV$17.34
Copeland Smid Cap Dividend Growth Fund Class A
AUM$1M
TER1.20%
Holdings70
CSDGX Mutual Fund Sector Allocation
CSDGX sector allocation breaks down across Industrials (26.6%), Information Technology (16.1%), Consumer Discretionary (11.9%), Health Care (10.0%), Financials (7.5%). Across 70 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
CSDGX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
CSDGX geographic allocation shows country exposure. CSDGX overlap calculator reveals how sector exposure compares with other funds.