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Crawford Large Cap Dividend Fund Class I (CDGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.84+0.03 (+0.22%)
At close: 08:00PM EDT

Crawford Large Cap Dividend Fund Class I

Unified Series Trust (Crawford)

2960 North Meridian Street, Suite 300

Indianapolis, Indiana 46208

Management Information
Jon D. Christiansen,Lead Manager since April 30, 2018
Jon D. Christiansen, CFA is a Senior Research Analyst at Crawford Investment Counsel and has been with the firm since January, 2013. Jon is responsible for equity research in the Industrials Sector and serves as a voting member the Equity Investment Team. Jon also serves as Director of Dividend Growth Strategy. Prior to joining Crawford, Jon was a Research Analyst with T. Rowe Price. Jon received his BA in History from UC-San Diego, his MBA in Finance from University of Maryland, College Park, and an MA in International Affairs from New York University. He has earned the Chartered Financial Analyst (CFA) designation.
Morningstar Style Box
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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.

Fund Overview

CategoryLarge Blend
Fund FamilyCrawford
Net Assets62.27M
YTD Return-3.34%
Morningstar Rating★★
Inception DateJan 4, 2004

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover43.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCDGIXCategory Average
Annual Report Expense Ratio (net)0.98%0.84%
Prospectus Net Expense Ratio0.98%N/A
Prospectus Gross Expense Ratio0.98%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection312N/A
5 Yr Expense Projection542N/A
10 Yr Expense Projection1,201N/A