CSMDX Mutual Fund

NAV$16.31

AUM$106M

TER0.95%

Holdings71

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CSMDX Mutual Fund

NAV$16.31

Copeland SMID Cap Dividend Growth Fund Class I Shares

AUM$106M

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	93.71%
2	Canada	North America	3.04%
3	Ireland	Europe	1.70%
4	Australia	Asia-Pacific	1.57%

CSMDX Mutual Fund Geographic Allocation

CSMDX geographic allocation spans US (93.7%), Canada (3.0%), Ireland (1.7%), Australia (1.6%). 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.