CDOFX : Crawford Small Cap Dividend Fund

CDOFX is a US Stocks Market Small Blend with MODERATE fees.

CDOFX

Crawford Small Cap Dividend Fund

FI Score

38 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

38% FI Score
  • cdofx
  • Mutual Fund
  • US Stocks
  • Small Blend

Crawford Small Cap Dividend Fund

Expenses: 1.03% (Better than 1% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why »

Fund Summary

The investment seeks to provide attractive long-term total return with below market risk as measured by standard deviation in comparison with the Russell 2000® Index. The fund invests primarily in common stocks of small capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. The fund's Advisor manages the fund by investing primarily in companies with market capitalizations of $5 billion or less at the time of purchase. The Advisor believes investing long-term in companies with sound management, strong balance sheets, and the ability to produce consistent earnings and dividends is a low risk means of building wealth.

Largest Holdings

Amount Holding
2.39% American Software Inc Class A
2.35% The Hackett Group Inc
2.32% Luminex Corp
2.16% Simulations Plus Inc
2.09% National Instruments Corp
2.08% Black Hills Corp
1.98% Brooks Automation Inc
1.97% The Hanover Insurance Group Inc
1.95% Pricesmart Inc
1.92% Old Republic International Corp
1.88% Mueller Water Products, Inc.
1.85% Monro Inc
1.81% Cass Information Systems Inc
1.78% TriCo Bancshares
1.77% Power Integrations Inc
1.76% Casey's General Stores Inc
1.76% Flowers Foods Inc
1.72% Avnet Inc
1.68% ESCO Technologies Inc
1.67% Wolverine World Wide Inc
1.63% BancFirst Corp
1.59% Healthcare Services Group Inc
1.58% Atrion Corp
1.57% Valley National Bancorp
1.57% nVent Electric PLC

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