CSMDX Mutual Fund

NAV$17.26

AUM$116M

TER0.95%

Holdings71

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CSMDX Mutual Fund

NAV$17.26

Copeland SMID Cap Dividend Growth Fund Class I Shares

AUM$116M

TER0.95%

Holdings71

See how much of CSMDX 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

Top Countries

#	Country	Region	Allocation
1	US	Global	91.23%
2	Ireland	Europe	3.80%
3	Canada	North America	3.38%
4	Australia	Asia-Pacific	1.33%

CSMDX Mutual Fund Geographic Allocation

CSMDX geographic allocation spans US (91.2%), Ireland (3.8%), Canada (3.4%), Australia (1.3%). The fund covers 4 regions.

CSMDX country exposure helps investors assess international diversification and geopolitical risk. CSMDX sectors alongside geography give a fuller picture of portfolio allocation.