CSMDX Mutual Fund
NAV$17.60
AUM$115M
TER0.95%
Holdings70
CSMDX Mutual Fund
NAV$17.60
Copeland SMID Cap Dividend Growth Fund Class I Shares
AUM$115M
TER0.95%
Holdings70
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CSMDX Mutual Fund Performance
CSMDX performance across multiple time periods: 1-month 3.24%, YTD 13.42%, 1-year 17.28%, 3-year 7.92%, 5-year 6.69%.
CSMDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.
CSMDX performance comparison shows side-by-side returns with another fund. CSMDX alternatives are available in the Mutual Fund Screener.