CSDGX Mutual Fund (Copeland Smid Cap Dividend Growth Fund Class A) is managed by Copeland Capital Management LLC with $1.5M in net assets. CSDGX expense ratio is 1.20%, holding 70 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2019-02-11.

CSDGX performance shows a YTD return of 13.31%. The 1-year return is 17.02% and the 5-year return is 5.22%. CSDGX dividend yield stands at 2.50%, paid annually.

CSDGX top holdings include Aaon, Inc. (2.6%), Littelfuse Inc (2.5%), Nvent Electric Plc. (2.4%), Kulicke & Soffa Industries (2.4%), Wesco International Inc (2.4%). View all CSDGX holdings, sector breakdown, or dividend history.

CSDGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSDGX alternatives are available via the screener, along with tax-loss harvesting opportunities.