CSMDX Mutual Fund

CSMDX Mutual Fund (Copeland SMID Cap Dividend Growth Fund Class I Shares) is managed by Copeland Capital Management LLC with $106.2M in net assets. CSMDX expense ratio is 0.95%, holding 71 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2017-02-27.

CSMDX performance shows a YTD return of 3.63%. The 1-year return is 5.11% and the 5-year return is 5.66%. CSMDX dividend yield stands at 0.75%.

CSMDX 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 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.