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Crawford Dividend Growth C (CDGCX) Fund Ranking and Research

Ranking, Research and Recommendation of Crawford Dividend Growth C (CDGCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Crawford Dividend Growth C Fund (CDGCX) ManagerFund Manager - John H. Crawford, IV

Fund Manager Information

Fund Manager Tenure: 4.9 years
Similar Funds: CDGIX 
Fund Family: Crawford
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

 

Graph of Crawford Dividend Growth C Fund (CDGCX) ProfileCrawford Dividend Growth C Fund (CDGCX) Profile

Fund Profile and Description

Crawford Dividend Growth C Fund seeks maximum total return. Crawford Dividend Growth C Fund typically invests in common stocks of large capitalization companies. The advisor seeks high-quality companies with strong balance sheets, consistent and predictable earnings growth, and a history of dividend growth. It normally invests at least 80% of assets in securities of companies that pay regular dividends. Crawford Dividend Growth C Fund may also invest in fixed income investments rated A+ or better by Standard & Poor's, including U.S. government securities, corporate debt securities, mortgage-backed securities and convertible securities. It is non-diversified.

 

Crawford Dividend Growth C (CDGCX) Fund Strength What we like about Crawford Dividend Growth C (CDGCX) Fund

Data for Crawford Dividend Growth C Fund (CDGCX) as of May 30, 2016

  • Crawford Dividend Growth C Fund (CDGCX) management has been with Crawford Dividend Growth C Fund for 4.9 years
  • Crawford Dividend Growth C Fund (CDGCX) has good short-term performance (1-year return 1.27% vs -1.15% Large Blend category median performance)
  • Asset base in Crawford Dividend Growth C Fund (CDGCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Crawford Dividend Growth C Fund (CDGCX) has an annual stock turnover rate of 24.00% vs Large Blend average of 53.12%. It is good that Crawford Dividend Growth C management does not trade extensively for its return.
  • Crawford Dividend Growth C Fund (CDGCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.33, lower than category average of 11.67

Crawford Dividend Growth C Fund (CDGCX) Weakness What we are cautious about Crawford Dividend Growth C (CDGCX) Fund

Data for Crawford Dividend Growth C Fund (CDGCX) as of May 30, 2016

  • Crawford Dividend Growth C Fund (CDGCX) has a less-than-ideal mid-term performance (3-year return 5.09% vs 9.43% Large Blend category median performance)
  • Crawford Dividend Growth C Fund (CDGCX) has a less-than-ideal Long-term performance (5-year return 6.53% vs 10.15% Large Blend category median performance)
  • Crawford Dividend Growth C Fund (CDGCX) ratio of up-years vs down years can be improved
  • Crawford Dividend Growth C Fund (CDGCX) has a Morningstar rating of 3 and below
  • Crawford Dividend Growth C Fund (CDGCX) does not have a good risk adjusted return as its 3-year Alpha of -5.1 is worse than category average of -1.74, and its 3-year Sharpe ratio is 0.49
  • Crawford Dividend Growth C Fund (CDGCX) has a higher expense ratio of 1.92% than its Large Blend average of 1.02%
  • Crawford Dividend Growth C Fund (CDGCX) carries a 1% load
See Crawford Dividend Growth C Fund (CDGCX) performance details as of May 30, 2016

 

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Compare Crawford Dividend Growth C Fund (CDGCX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Crawford Dividend Growth C7.051.275.096.53
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Crawford Dividend Growth C Fund (CDGCX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Crawford Dividend Growth C Fund (CDGCX) Net Asset TrackingCrawford Dividend Growth C (CDGCX) Fund Net Asset

Track net asset change of Crawford Dividend Growth C fund (CDGCX)

DateNet Asset
05/2016$38.58M
03/2016$37.27M
02/2016$35.67M
More historic net asset information on Crawford Dividend Growth C Fund (CDGCX)

  

Graph of Crawford Dividend Growth C Fund (CDGCX) Portfolio TrackingCrawford Dividend Growth C (CDGCX) Fund Portfolio Allocation

Track portfolio allocation change of Crawford Dividend Growth C fund (CDGCX)

DateCashStockBondOther
04/20161.55%98.45%0%0%
02/20162.26%97.74%0%0%
01/20162.79%97.21%0%0%
Click here to see more historic asset allocation information on Crawford Dividend Growth C Fund (CDGCX)

 

graph of Crawford Dividend Growth C Fund (CDGCX) Top 10 Position TrackingTop 10 Holdings in Crawford Dividend Growth C (CDGCX) Fund

Discover what Crawford Dividend Growth C Fund (CDGCX) manager is buying

Apr 29, 2016
Genuine Parts Company Common St [4.97%]
Stryker Corporation Common Stoc [4.81%]
United Parcel Service, Inc. Com [4.62%]
Texas Instruments Incorporated [4.62%]
Merck & Company, Inc. Common St [4.61%]
Gentex Corporation [4.59%]
Omnicom Group Inc. Common Stock [4.27%]
Willis Towers Watson Public Lim [4.19%]
T. Rowe Price Group, Inc. [4.15%]
Johnson & Johnson Common Stock [4.11%]

Feb 28, 2016
Genuine Parts Company Common St [5.35%]
Stryker Corporation Common Stoc [5.11%]
T. Rowe Price Group, Inc. [4.82%]
United Parcel Service, Inc. Com [4.76%]
Texas Instruments Incorporated [4.65%]
Merck & Company, Inc. Common St [4.59%]
Johnson & Johnson Common Stock [4.48%]
Gentex Corporation [4.47%]
Omnicom Group Inc. Common Stock [4.31%]

Jan 30, 2016
Genuine Parts Company Common St [5.09%]
Stryker Corporation Common Stoc [5.03%]
T. Rowe Price Group, Inc. [4.94%]
Texas Instruments Incorporated [4.65%]
Merck & Company, Inc. Common St [4.62%]
United Parcel Service, Inc. Com [4.59%]
Johnson & Johnson Common Stock [4.46%]
Microsoft Corporation [4.43%]
Procter & Gamble Company (The) [4.25%]
Click here for Stock Holding Change Map in Crawford Dividend Growth C Fund (CDGCX)

  

Latest News on Crawford Dividend Growth C (CDGCX) Fund

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Crawford Dividend Growth C Fund (CDGCX) Related ResourcesSee more information on Crawford Dividend Growth C (CDGCX) Fund

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