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Crawford Small Cap Dividend CDOFX

Medalist Rating as of | See Crawford Investment Hub
  • NAV / 1-Day Return 44.79  /  +0.74 %
  • Total Assets 284.2 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.19%
  • Turnover 20%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis CDOFX

Will CDOFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin Crawford Small Cap Dividend's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings CDOFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DT Midstream Inc Ordinary Shares

2.14 6.2 Mil
Energy

Simulations Plus Inc

2.14 6.2 Mil
Healthcare

Sapiens International Corp NV

2.05 6.0 Mil
Technology

Perrigo Co PLC

2.05 5.9 Mil
Healthcare

Standex International Corp

2.03 5.9 Mil
Industrials

Littelfuse Inc

2.03 5.9 Mil
Technology

ESCO Technologies Inc

2.03 5.9 Mil
Technology

AZZ Inc

2.03 5.9 Mil
Industrials

Conmed Corp

2.03 5.9 Mil
Healthcare

Moog Inc A

1.97 5.7 Mil
Industrials