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Copeland SMID Cap Dividend Growth Fund (CSMDX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks long-term capital appreciation and income generation. The fund is primarily composed of common and preferred stocks, master limited partnership units ("MLPs") and equity real estate investment trusts ("REITs") of U.S. companies. Under normal market conditions, it invests at least 80% of its net assets (including borrowings for investment purposes) in securities of small and mid-capitalization companies that pay a dividend and that have increased their dividend in the most recent annual period. The adviser sells securities when they fail to raise their dividend or no longer meet its fundamental stock selection criteria.

Looking to diversify beyond CSMDX? The mutual funds below have the lowest correlation with CSMDX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from CSMDX.

Best Diversifiers for CSMDX

1 mutual funds have low correlation with CSMDX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Core Fund (QISCX) (Small Cap Blend Equities) with a 1Y correlation of 0.22, down from 0.76 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QISCX
Federated Hermes MDT Small Cap Core Fund0.220.590.76
51
Small Cap Blend EquitiesCSMDX vs QISCX
JESIX
John Hancock Variable Insurance Trust Small Cap In...0.620.780.86
83
Small Cap Blend EquitiesCSMDX vs JESIX
AUERX
Auer Growth Fund0.680.750.80
90
Small Cap Blend EquitiesCSMDX vs AUERX
LSSCX
Loomis Sayles Small Cap Value Fund0.700.850.90
52
Small Cap Blend EquitiesCSMDX vs LSSCX
TRCSX
T. Rowe Price Small-Cap Index Fund0.740.810.87
75
Small Cap Blend EquitiesCSMDX vs TRCSX
See all 103 diversifiers for CSMDX

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