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Morningstar

Crawford Large Cap Dividend C CDGCX

Morningstar Medalist Rating
Medalist Rating as of | See Crawford Investment Hub
  • NAV / 1-Day Return 13.95  /  0.00
  • Total Assets 58.9 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 0.58%
  • Turnover 19%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CDGCX

More CDGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.48 3.8 Mil
Technology

Merck & Co Inc

4.41 2.6 Mil
Healthcare

The Home Depot Inc

4.00 2.3 Mil
Consumer Cyclical

Accenture PLC Class A

3.76 2.2 Mil
Technology

American Express Co

3.73 2.2 Mil
Financial Services

Johnson & Johnson

3.64 2.1 Mil
Healthcare

AbbVie Inc

3.48 2.0 Mil
Healthcare

United Parcel Service Inc Class B

3.29 1.9 Mil
Industrials

Johnson Controls International PLC

3.22 1.9 Mil
Industrials

Coca-Cola Co

2.89 1.7 Mil
Consumer Defensive