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Nasdaq - Delayed Quote USD

Crawford Large Cap Dividend Fund (CDGCX)

13.06
-0.77
(-5.57%)
At close: April 4 at 8:00:14 PM EDT

Fund Summary

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”).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.16%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 6

Performance & Risk

YTD Return -0.13%
5y Average Return 12.52%
Rank in Category (ytd) 27
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CDGCXCategory AverageCDGCXCategory AverageCDGCXCategory Average
Alpha -3.28 -0.01 -2.92 -0.03 -3.05 -0.03
BETA 0.76 0.01 0.82 0.01 0.86 0.01
Mean Annual Return 0.46 0.01 1.06 0.01 0.7 0.01
R-squared 80.18 0.78 82.71 0.83 86.44 0.84
Standard Deviation 14.74 0.17 15.16 0.19 14.17 0.16
Sharpe Ratio 0.07 0 0.66 0 0.45 0.01
Treynor Ratio -0.02 0.04 11.62 0.07 6.62 0.08

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