Expense Ratio History

Copeland fund fees

2 Copeland funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
CSMDXCopeland SMID Cap Dividend Growth Fund 1.38% Mutual fund 1.34% to 1.38%, 30 Mar 2026
CDGRXCopeland Dividend Growth Fund 1.93% Mutual fund 2.13% to 1.93%, 30 Mar 2026