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
See inside every mutual fund you own
$29/moCancel anytime.
Showing 10 of 70 holdings(as of May 31, 2026)Top 10 Weight: 22.69%
CSMDX Mutual Fund Top Holdings
CSMDX holdings top 10 positions. The top 10 holdings account for 22.7% of the fund, led by Aaon, Inc. at 2.6%, Littelfuse Inc at 2.5%, Nvent Electric Plc. at 2.4%.
CSMDX portfolio concentration is well-diversified, with the top 10 representing 22.7% of total assets. The largest sector exposure is Industrials at 26.6%.
CSMDX sector allocation provides a detailed breakdown. CSMDX overlap tool shows how holdings compare to other funds in your portfolio.