CSMDX : Copeland SMID Cap Dividend Growth Fund Class I Shares

CSMDX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

CSMDX

Copeland SMID Cap Dividend Growth Fund Class I Shares

FI Score

27 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

Different Funds

We found 8,139 US Stocks Mid-Cap Growth funds. Here they are ordered by FI Score.

Compare CSMDX vs EANAX

56% FI Score
  • eanax
  • Mutual Fund
  • Bond
  • Municipal Bond

Eaton Vance National Municipal Income Fund Class A

Expenses: 0.80% (Better than 0% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare CSMDX vs HEQ

56% FI Score
  • heq
  • Mutual Fund
  • Allocation
  • Total World

John Hancock Hedged Equity & Income Fund

Expenses: 1.14% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Compare CSMDX vs FILL

56% FI Score
  • fill
  • ETF
  • Sector Equity
  • Energy

iShares MSCI Global Energy Producers ETF

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a Energy Sector Equity fund. See why »

Compare CSMDX vs IBMO

56% FI Score
  • ibmo
  • ETF
  • Bond
  • Municipal Bond

iShares iBonds Dec 2026 Term Muni Bond ETF

Expenses: 0.18% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare CSMDX vs QWLD

56% FI Score
  • qwld
  • ETF
  • Allocation
  • Total World

SPDR MSCI World StrategicFactors ETF

Expenses: 0.30% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Compare CSMDX vs FFIJX

56% FI Score
  • ffijx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Index 2065 Fund Investor Class

Expenses: 0.12% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare CSMDX vs FLIN

56% FI Score
  • flin
  • ETF
  • International Stocks
  • India Stock

Franklin FTSE India ETF

Expenses: 0.19% (Better than 1% of similar funds)

This is an OK choice for a India Stock International Stocks fund. See why »

Compare CSMDX vs JDEZX

56% FI Score
  • jdezx
  • Mutual Fund
  • Allocation
  • Total World

PGIM Jennison Global Equity Income Fund- Class Z

Expenses: 0.87% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Compare CSMDX vs NDCAX

56% FI Score
  • ndcax
  • Mutual Fund
  • Allocation
  • All-In-One

Nationwide Investor Destinations Conservative Fund Class A

Expenses: 0.54% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare CSMDX vs PBSMX

56% FI Score
  • pbsmx
  • Mutual Fund
  • Bond
  • High Yield Bond

PGIM Short-Term Corporate Bond Fund- Class A

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare CSMDX vs GLTR

56% FI Score
  • gltr
  • ETF
  • Commodities
  • Focused

Aberdeen Standard Physical Precious Metals Basket Shares ETF

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a Focused Commodities fund. See why »

Compare CSMDX vs AGGP

56% FI Score
  • aggp
  • ETF
  • Bond
  • Total US Bond Market

IQ Enhanced Core Plus Bond U.S. ETF

Expenses: 0.33% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare CSMDX vs HCKRX

56% FI Score
  • hckrx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Checks and Balances Fund Class R3

Expenses: 0.74% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare CSMDX vs EXMAX

56% FI Score
  • exmax
  • Mutual Fund
  • Bond
  • Municipal Bond

Eaton Vance Short Duration Municipal Opportunities Fund Class A

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare CSMDX vs DODLX

56% FI Score
  • dodlx
  • Mutual Fund
  • Bond
  • High Yield Bond

Dodge & Cox Global Bond Fund

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare CSMDX vs TQQQ

56% FI Score
  • tqqq
  • ETF
  • Alternative
  • Leveraged Equities

ProShares UltraPro QQQ

Expenses: 0.95% (Better than 1% of similar funds)

This is an OK choice for a Leveraged Equities Alternative fund. See why »

Compare CSMDX vs CSDIX

56% FI Score
  • csdix
  • Mutual Fund
  • Alternatives
  • Real Estate

Cohen & Steers Real Estate Securities Fund, Inc. Class Institutional

Expenses: 0.86% (Better than 1% of similar funds)

This is an OK choice for a Real Estate Alternatives fund. See why »

Compare CSMDX vs FRSTX

56% FI Score
  • frstx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Franklin Strategic Income Fund Class A

Expenses: 0.84% (Better than 0% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare CSMDX vs ALTHX

56% FI Score
  • althx
  • Mutual Fund
  • Bond
  • Municipal Bond

AB Municipal Income Fund National Portfolio Class A

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare CSMDX vs PIPNX

56% FI Score
  • pipnx
  • Mutual Fund
  • Bond
  • Total US Bond Market

PIMCO Income Fund Class I-3

Expenses: 1.24% (Better than 0% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

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