Morningstar

Crawford Small Cap Dividend Fund CDOFX

Morningstar Medalist Rating
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Medalist Rating as of See Crawford Investment Hub
  • NAV / 1-Day Return $51.37  /  +0.49 %
  • Fund Size $350.6M
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.04%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis CDOFX

Will CDOFX 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 CDOFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Crawford Small Cap Dividend 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 CDOFX

More CDOFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US Physical Therapy Inc

2.32 8M
Healthcare

AZZ Inc

2.20 8M
Industrials

Standex International Corp

2.19 8M
Industrials

Mesa Laboratories Inc

2.10 8M
Technology

ESCO Technologies Inc

2.10 8M
Technology

Hamilton Lane Inc Class A

2.07 8M
Financial Services

Pegasystems Inc

2.05 7M
Technology

LeMaitre Vascular Inc

2.03 7M
Healthcare

Moog Inc Class A

1.96 7M
Industrials

Independence Realty Trust Inc

1.95 7M
Real Estate

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