CSMDX Mutual Fund
NAV$17.50
AUM$115M
TER0.95%
Holdings70
CSMDX Mutual Fund
NAV$17.50
Copeland SMID Cap Dividend Growth Fund Class I Shares
AUM$115M
TER0.95%
Holdings70
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CSMDX Mutual Fund Geographic Allocation
CSMDX geographic allocation spans US (93.7%), Canada (3.4%), Ireland (1.4%), Australia (1.3%). The fund covers 4 regions.
CSMDX country exposure helps investors assess international diversification and geopolitical risk.CSMDX sector breakdown alongside geography gives a complete picture of portfolio allocation.