Crawford Dividend Growth Fund Quote
| CDGIX Fund | USD 14.48 0.04 0.28% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Crawford Dividend is trading at 14.48 as of the 27th of January 2025; that is 0.28 percent decrease since the beginning of the trading day. The fund's open price was 14.52. Crawford Dividend has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of December 2024 and ending today, the 27th of January 2025. Click here to learn more.
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 percent of its assets in securities of large cap companies that pay or are expected to pay regular dividends. More on Crawford Dividend Growth
Moving together with Crawford Mutual Fund
Crawford Mutual Fund Highlights
| Fund Concentration | Crawford Funds, Large Value Funds, Large Value, Crawford, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Crawford Dividend Growth [CDGIX] is traded in USA and was established 27th of January 2025. Crawford Dividend is listed under Crawford category by Fama And French industry classification. The fund is listed under Large Value category and is part of Crawford family. This fund currently has accumulated 57.84 M in assets under management (AUM) with minimum initial investment of 10 K. Crawford Dividend Growth is currently producing year-to-date (YTD) return of 3.43% with the current yeild of 0.01%, while the total return for the last 3 years was 6.24%.
Check Crawford Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Crawford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Crawford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Crawford Dividend Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Crawford Dividend Growth Mutual Fund Constituents
| PG | Procter Gamble | Stock | Consumer Staples | |
| BLK | BlackRock | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| UPS | United Parcel Service | Stock | Industrials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| OMC | Omnicom Group | Stock | Communication Services |
Crawford Dividend Growth Risk Profiles
| Mean Deviation | 0.5533 | |||
| Standard Deviation | 0.9916 | |||
| Variance | 0.9833 | |||
| Risk Adjusted Performance | (0.07) |
Crawford Dividend Against Markets
Other Information on Investing in Crawford Mutual Fund
Crawford Dividend financial ratios help investors to determine whether Crawford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Crawford with respect to the benefits of owning Crawford Dividend security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
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