Morningstar

Crawford Large Cap Dividend Fund Class C CDGCX

Morningstar Medalist Rating
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Medalist Rating as of See Crawford Investment Hub
  • NAV / 1-Day Return $15.50  /  +0.13 %
  • Fund Size $59.5M
  • Adjusted Expense Ratio 1.970%
  • Net Expense Ratio 1.960%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.10%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis CDGCX

Will CDGCX outperform in the 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 CDGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDGCX 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 CDGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings CDGCX

More CDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.29 4M
Technology

American Express Co

5.53 3M
Financial Services

AbbVie Inc

4.55 3M
Healthcare

Johnson Controls International PLC Registered Shares

4.46 3M
Industrials

Philip Morris International Inc

4.35 3M
Consumer Defensive

Texas Instruments Inc

3.68 2M
Technology

Johnson & Johnson

3.66 2M
Healthcare

TE Connectivity PLC Registered Shares

3.47 2M
Technology

AstraZeneca PLC

3.43 2M
Healthcare

BlackRock Inc

3.32 2M
Financial Services

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