Skip to Content
Morningstar

Crawford Large Cap Dividend C CDGCX

Morningstar Medalist Rating
Medalist Rating as of | See Crawford Investment Hub
  • NAV / 1-Day Return 12.99  /  0.15 %
  • Total Assets 54.7 Mil
  • Adj. Expense Ratio
    1.920%
  • Expense Ratio 1.920%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.72%
  • Turnover 11%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:10 PM GMT+0

Morningstar’s Analysis CDGCX

Will CDGCX 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 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.

Strength in Crawford Large Cap Dividend C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CDGCX

More CDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 40
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.40
2,879,640
Technology

Merck & Co Inc

3.89
2,076,502
Healthcare

Johnson & Johnson

3.84
2,046,555
Healthcare

United Parcel Service Inc Class B

3.78
2,015,399
Industrials

The Home Depot Inc

3.63
1,936,846
Consumer Cyclical

Accenture PLC Class A

3.36
1,793,522
Technology

AbbVie Inc

3.21
1,714,190
Healthcare

AstraZeneca PLC ADR

3.18
1,693,000
Healthcare

Philip Morris International Inc

3.17
1,689,585
Consumer Defensive

Johnson Controls International PLC

3.15
1,681,436
Industrials