Nasdaq - Delayed Quote USD

Crawford Small Cap Dividend (CDOFX)

44.15 -0.70 (-1.56%)
At close: 8:00 PM EDT

Fund Summary

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.

Crawford Small Cap Dividend

Indianapolis, Indiana 46208
2960 North Meridian Street, Suite 300
(317) 917-7000

Fund Overview

Category Small Blend
Fund Family Crawford
Net Assets 299.76M
YTD Return 3.72%
Yield 1.13%
Morningstar Rating
Inception Date Sep 26, 2012

Fund Operations

Last Dividend 0.12
Last Cap Gain 20.00
Holdings Turnover 24.00%
Average for Category --

Fees & Expenses

Expense CDOFX Category Average
Annual Report Expense Ratio (net) 0.99% 1.03%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 1.14% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John H. Crawford, Lead Manager since September 26, 2012
John H. Crawford, IV, CFA - Managing Director of Equity Investments, 30 Years of Experience, Joined Firm in 1990; Previous Experience: Meryll Lynch Capital Markets, BBA University of Georgia; MS, Georgia State University

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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