PortfoliosLab logoPortfoliosLab logo

Copeland SMID Cap Dividend Growth Fund (CSMDX) Alternatives

Copeland SMID Cap Dividend Growth Fund (CSMDX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to CSMDX

CSMDX charges 0.95% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among CSMDX alternatives.


Best Risk-Adjusted Alternatives to CSMDX

Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.


Top Performing CSMDX Alternatives (YTD)

CSMDX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.


Lowest Volatility Alternatives to CSMDX

CSMDX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.


Lowest Drawdown Alternatives to CSMDX

CSMDX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.


Other Mutual Funds from Copeland Funds

Most popular Copeland Funds mutual funds on PortfoliosLab, across asset classes.


SymbolNameCategoryRisk / Return RankYTD ReturnInception
Copeland Dividend Growth FundDiversified Portfolio
26
-4.02%
Dec 27, 2010CSMDX vs CDGRX

Often Compared With CSMDX

What investors most often compare with CSMDX, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnInception
iShares Core S&P Small-Cap ETFSmall Cap Blend Equities
58
3.60%
May 22, 2000CSMDX vs IJR
Perritt MicroCap Opportunities FundSmall Cap Blend EquitiesApr 11, 1988CSMDX vs PRCGX
Fidelity Series Small Cap Opportunities FundSmall Cap Blend Equities
74
0.86%
Mar 22, 2007CSMDX vs FSOPX
Westwood Quality SmallCap FundSmall Cap Blend Equities
18
1.83%
Apr 2, 2007CSMDX vs WHGSX
Rydex Russell 2000 FundSmall Cap Blend Equities
40
-3.06%
May 31, 2006CSMDX vs RYRRX
Tributary Small Company FundSmall Cap Blend Equities
16
2.82%
Jun 10, 1996CSMDX vs FOSCX
Loomis Sayles Small Cap Value FundSmall Cap Blend Equities
17
0.75%
May 13, 1991CSMDX vs LSSCX
State Street Institutional Small-Cap Equity FundSmall Cap Blend Equities
11
-3.53%
Aug 3, 1998CSMDX vs SIVIX
TIAA-CREF Quant Small/Mid-Cap Equity FundSmall Cap Blend Equities
58
-1.27%
Aug 5, 2016CSMDX vs TSMWX
Great-West S&P Small Cap 600 Index FundSmall Cap Blend Equities
31
0.54%
Dec 1, 1993CSMDX vs MXISX
Nuveen Small Cap Select FundSmall Cap Blend Equities
26
-3.98%
May 6, 1992CSMDX vs ARSTX
Delaware Small Cap Core FundSmall Cap Blend Equities
18
-3.22%
Dec 29, 1998CSMDX vs DCCIX
Fidelity Advisor Small Cap Fund Class CSmall Cap Blend Equities
56
0.43%
Sep 9, 1998CSMDX vs FSCEX
Fuller & Thaler Behavioral Micro-Cap Equity FundSmall Cap Blend Equities
24
-3.53%
Dec 28, 2018CSMDX vs FTMSX
North Star Micro Cap FundSmall Cap Blend Equities
18
-0.05%
May 31, 2013CSMDX vs NSMVX
Royce Pennsylvania Mutual FundSmall Cap Blend Equities
52
0.87%
Oct 31, 1972CSMDX vs PENNX
Sit Small Cap Dividend Growth FundSmall Cap Blend Equities
69
3.52%
Mar 31, 2015CSMDX vs SSCDX
Crossmark Steward Values-FocusedSmall-Mid Cap Enha...Small Cap Blend Equities
32
-0.08%
Jan 31, 1952CSMDX vs TRDFX
Zacks Small-Cap Core FundSmall Cap Blend Equities
44
-1.81%
Jun 30, 2011CSMDX vs ZSCCX
Acuitas US Microcap FundSmall Cap Blend Equities
70
-1.58%
Jul 18, 2014CSMDX vs AFMCX

Compare CSMDX with Any Fund or Stock

Compare CSMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.