CSMDX Mutual Fund

CSMDX Mutual Fund (Copeland SMID Cap Dividend Growth Fund Class I Shares) is managed by Copeland Capital Management LLC with $116.0M in net assets. CSMDX expense ratio is 0.95%, holding 71 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2017-02-27.

CSMDX performance shows a YTD return of 13.17%. The 1-year return is 15.74% and the 5-year return is 5.08%. CSMDX dividend yield stands at 2.77%, paid annually.

CSMDX 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 CSMDX holdings, CSMDX sectors, or CSMDX dividends.

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