Crawford Large Cap Dividend FundCDGIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$56.8M
Expense ratio
0.97%
1-year return
+4.6%
3 years, a year
+8.8%
5 years, a year
+6.4%
Holdings
39
What it aims to do.
The investment objective of the Crawford Large Cap Dividend Fund (the Fund) is total return. Total return is comprised of both capital appreciation and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSFT Microsoft Corp. | 5.94% |
| AXP American Express Company | 5.27% |
| JCI Johnson Controls International PLC | 4.98% |
| AZN AstraZeneca PLC | 4.34% |
| ABBV AbbVie Inc. | 4.02% |
| PM Philip Morris International Inc. | 4.00% |
| TEL TE Connectivity PLC | 3.68% |
| JNJ Johnson & Johnson | 3.50% |
| KO Coca-Cola Co (The) | 3.45% |
| Money Market Obligations Trust | 3.15% |
More on CDGIX.
- CDGIX overview
- CDGIX holdings
- CDGIX risk
- CDGIX costs
- CDGIX money in and out
- CDGIX share classes
- Compare CDGIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.