Copeland SMID Cap Dividend Growth FundCSDGX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$147.8M
Expense ratio
1.20%
1-year return
+14.5%
3 years, a year
+8.4%
5 years, a year
+6.4%
Holdings
70
What it aims to do.
The Fund seeks long-term capital appreciation and income generation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| YOU Clear Secure Inc | 2.44% |
| WCC Wesco International, Inc. | 2.41% |
| ENSG Ensign Group Inc | 2.17% |
| VMI Valmont Industries, Inc. | 2.05% |
| TNL Travel Plus Leisure Co | 1.95% |
| PSMT Pricesmart Inc | 1.94% |
| AAON Aaon Inc | 1.87% |
| LFUS Littelfuse Inc. | 1.86% |
| HXL Hexcel Corporation | 1.78% |
| MTDR Matador Resources Company | 1.77% |
More on CSDGX.
- CSDGX overview
- CSDGX holdings
- CSDGX risk
- CSDGX costs
- CSDGX money in and out
- CSDGX share classes
- Compare CSDGX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.