Crawford Large Cap Dividend C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Crawford Large Cap Dividend Fund Class C CDGCX
- NAV / 1-Day Return 15.46 / +0.32 %
- Total Assets 59.8M
-
Adj. Expense Ratio
1.970%
- Expense Ratio 1.960%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.11%
- Turnover 6%
USD | NAV as of Aug 19, 2026 | 1-Day Return as of Aug 19, 2026, 12:53 AM GMT+0
Morningstar’s Analysis CDGCX
Will CDGCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
American Express Co | 5.91 | 3M | Financial Services |
Microsoft Corp | 5.59 | 3M | Technology |
Johnson Controls International PLC Registered Shares | 4.92 | 3M | Industrials |
AbbVie Inc | 4.66 | 3M | Healthcare |
Texas Instruments Inc | 4.39 | 2M | Technology |
Philip Morris International Inc | 4.39 | 2M | Consumer Defensive |
AstraZeneca PLC | 4.18 | 2M | Healthcare |
Coca-Cola Co | 3.70 | 2M | Consumer Defensive |
Johnson & Johnson | 3.65 | 2M | Healthcare |
TE Connectivity PLC Registered Shares | 3.56 | 2M | Technology |
United States