CSDGX Mutual Fund

CSDGX Mutual Fund (Copeland Smid Cap Dividend Growth Fund Class A) is managed by Copeland Capital Management LLC with $1.6M in net assets. CSDGX expense ratio is 1.20%, holding 67 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2019-02-11.

CSDGX performance shows a YTD return of 10.02%. The 1-year return is 12.00% and the 5-year return is 3.64%. CSDGX dividend yield stands at 0.45%, paid annually.

CSDGX 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 CSDGX holdings, CSDGX sectors, or CSDGX dividends.

CSDGX can be compared against other funds. Use CSDGX overlap to find shared positions, or CSDGX vs another fund for a side-by-side view. CSDGX alternatives are available via the screener, along with tax-loss harvesting opportunities.