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Morningstar

Crawford Small Cap Dividend CDOFX

Morningstar Medalist Rating
Medalist Rating as of | See Crawford Investment Hub
  • NAV / 1-Day Return 44.15  /  −1.56 %
  • Total Assets 286.8 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.13%
  • Turnover 24%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CDOFX

Will CDOFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDOFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDOFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CDOFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Crawford Small Cap Dividend's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CDOFX

More CDOFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LeMaitre Vascular Inc

2.26 6.5 Mil
Healthcare

DT Midstream Inc Ordinary Shares

2.21 6.4 Mil
Energy

US Physical Therapy Inc

2.16 6.2 Mil
Healthcare

Sapiens International Corp NV

2.14 6.1 Mil
Technology

Standex International Corp

2.12 6.1 Mil
Industrials

AZZ Inc

2.11 6.1 Mil
Industrials

The Hackett Group Inc

2.10 6.0 Mil
Technology

Belden Inc

2.09 6.0 Mil
Technology

Academy Sports and Outdoors Inc Ordinary Shares

2.09 6.0 Mil
Consumer Cyclical

nVent Electric PLC

2.07 5.9 Mil
Industrials