CSDGX Mutual Fund

CSDGX Mutual Fund (Copeland Smid Cap Dividend Growth Fund Class A) is managed by Copeland Capital Management LLC with $1.4M in net assets. CSDGX expense ratio is 1.20%, holding 71 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2019-02-11.

CSDGX performance shows a YTD return of 3.46%. The 1-year return is 4.85% and the 5-year return is 4.19%. CSDGX dividend yield stands at 0.47%.

CSDGX top holdings include Nordson Corp (1.9%), Jack Henry & Associates Inc (1.9%), Quest Diagnostics Inc (1.9%), Hamilton Lane Inc (1.9%), Ryman Hospitality Properties (1.8%). Go to all CSDGX holdings, CSDGX sectors, or CSDGX dividends.

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