CSMDX Mutual Fund

CSMDX Mutual Fund (Copeland SMID Cap Dividend Growth Fund Class I Shares) is managed by Copeland Capital Management LLC with $110.7M in net assets. CSMDX expense ratio is 0.95%, holding 67 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2017-02-27.

CSMDX performance shows a YTD return of 10.29%. The 1-year return is 12.28% and the 5-year return is 3.89%. CSMDX dividend yield stands at 0.71%, paid annually.

CSMDX top holdings include US Physical Therapy Inc (2.0%), LeMaitre Vascular Inc (2.0%), Ensign Group Inc/the (1.8%), Pricesmart Inc (1.8%), Chemed Corp (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.