CSMDX Mutual Fund (Copeland SMID Cap Dividend Growth Fund Class I Shares) is managed by Copeland Capital Management LLC with $114.7M in net assets. CSMDX expense ratio is 0.95%, holding 70 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2017-02-27.

CSMDX performance shows a YTD return of 13.42%. The 1-year return is 17.28% and the 5-year return is 6.69%. CSMDX dividend yield stands at 2.74%, paid annually.

CSMDX 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 CSMDX holdings, sector breakdown, or dividend history.

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