CSMDX
Copeland SMID Cap Dividend Growth Fund
Copeland Trust

Allocation breakdown

As of February 28, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of February 28, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Wholesale-Electrical Apparatus & Equipment, Wiring Supplies 2.41%
Fabricated Structural Metal Products 2.05%
Engines & Turbines 2.04%
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip 1.87%
Special Industry Machinery (No Metalworking Machinery) 1.73%
General Industrial Machinery & Equipment, NEC 1.73%
Coating, Engraving & Allied Services 1.50%
Refrigeration & Service Industry Machinery 1.45%
Trucking (No Local) 1.37%
Services-Educational Services 1.33%
Wholesale-Groceries & Related Products 1.24%
Heavy Construction Other Than Bldg Const - Contractors 1.21%
Sawmills & Planting Mills, General 1.02%
Services-Management Consulting Services 1.02%
Wholesale-Misc Durable Goods 0.88%
Services-Engineering Services 0.38%
Hotels & Motels 1.95%
Retail-Variety Stores 1.94%
Industrial Instruments For Measurement, Display, and Control 1.68%
Retail-Eating Places 1.59%
Services-Consumer Credit Reporting, Collection Agencies 1.44%
Services-Racing, Including Track Operation 1.14%
Motor Vehicle Parts & Accessories 1.03%
Services-Business Services, NEC 0.80%
Instruments For Meas & Testing of Electricity & Elec Signals 0.78%
Services-Prepackaged Software 3.75%
Semiconductors & Related Devices 3.03%
Communications Equipment, NEC 1.49%
Electronic Components & Accessories 1.44%
Services-Computer Integrated Systems Design 1.34%
Services-Computer Processing & Data Preparation 0.49%
State Commercial Banks 3.98%
Investment Advice 3.52%
Mineral Royalty Traders 1.65%
Life Insurance 1.20%
Fire, Marine & Casualty Insurance 0.93%
Services-Skilled Nursing Care Facilities 2.17%
Surgical & Medical Instruments & Apparatus 1.74%
Services-Hospitals 1.68%
Services-Medical Laboratories 1.64%
Orthopedic, Prosthetic & Surgical Appliances & Supplies 1.61%
Services-Home Health Care Services 1.19%
Natural Gas Transmisison & Distribution 2.94%
Natural Gas Transmission 1.76%
Refuse Systems 1.35%
Real Estate Investment Trusts 3.11%
Real Estate 1.35%
Plastic Materials, Synth Resins & Nonvulcan Elastomers 1.78%
Fabricated Rubber Products, NEC 1.53%
Plastics Products, NEC 1.07%
Newspapers: Publishing or Publishing & Printing 1.76%
Television Broadcasting Stations 1.50%
Crude Petroleum & Natural Gas 1.77%
Unclassified 11.66%

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