Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Crawford Large Cap Dividend Fund (CDGCX)

13.06
-0.77
(-5.57%)
At close: 8:00:14 PM EDT
Loading Chart for CDGCX
  • Previous Close 13.83
  • YTD Return 2.83%
  • Expense Ratio 1.95%
  • Category Large Value
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 56.87M
  • Beta (5Y Monthly) 0.76
  • Yield 0.37%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.01
  • Inception Date Jan 27, 2004

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% of its assets in securities of large cap companies that pay or are expected to pay regular dividends. It may invest its assets in securities of U.S. companies and foreign companies, directly or indirectly through American Depositary Receipts (“ADRs”) or other types of depositary receipts. The fund may also invest in equity real estate investment trusts (“REITs”).

Crawford

Fund Family

Large Value

Fund Category

56.87M

Net Assets

2004-01-27

Inception Date

Performance Overview: CDGCX

View More

Trailing returns as of 4/3/2025. Category is Large Value.

YTD Return

CDGCX
2.83%
Category
4.44%
 

1-Year Return

CDGCX
5.36%
Category
14.37%
 

3-Year Return

CDGCX
4.59%
Category
6.04%
 

5-Year Return

CDGCX
12.28%
Category
9.20%
 

People Also Watch

Holdings: CDGCX

View More

Sector Weightings

SectorCDGCX
Technology   19.60%
Healthcare   17.28%
Industrials   13.53%
Utilities   3.13%
Real Estate   1.19%
Energy   1.17%

Recent News: CDGCX

View More

Research Reports: CDGCX

View More

Top Mutual Funds