Morningstar

Crawford Large Cap Dividend Fund Class I CDGIX

Medalist Rating as of Aug 31, 2026 See Crawford Investment Hub

Strategy

The investment seeks total return. The fund invests primarily in common stocks of large capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. Under normal circumstances, the fund will invest at least 80% of its assets in securities of large cap companies that pay or are expected to pay regular dividends. It may invest its assets in securities of U.S. companies and foreign companies, directly or indirectly through American Depositary Receipts (“ADRs”) or other types of depositary receipts. The fund may also invest in equity real estate investment trusts (“REITs”).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CDGIX	Crawford Large Cap Dividend Fund Class I	Institutional	Open			Jan 5, 2004	$57.28M	0.970%	High	$10,000	−$4.89M
CDGCX	Crawford Large Cap Dividend Fund Class C	Level Load	Open			Jan 27, 2004	$2.22M	1.970%	High	$2,500	−$172,256.04

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