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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See the full sector breakdown of CSMDX
Sector concentration, industry allocation and the exact weight of every sector.
$49$29/mo
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CSMDX Mutual Fund Sector Allocation
CSMDX sector allocation breaks down across Industrials (26.6%), Information Technology (16.1%), Consumer Discretionary (11.9%), Health Care (10.0%), Unknown (7.6%). Across 70 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
CSMDX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
CSMDX geographic allocation shows country exposure. CSMDX overlap calculator reveals how sector exposure compares with other funds.