Crawford Small Cap Dividend FundCDOFX

MUTUAL FUNDCrawford Investment Counsel
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$343.4M
Expense ratio
0.99%
1-year return
+11.6%
3 years, a year
+8.4%
5 years, a year
+4.2%
Holdings
67

What it aims to do.

The investment objective of the Crawford Small Cap Dividend Fund (the Fund) is to provide attractive long-term total return with below market risk as measured by standard deviation in comparison with the Russell 2000 Index. Total return is comprised of both capital appreciation and income.

Top 10 holdings.

Holding% of fund
ESE ESCO Technologies Inc.2.53%
SXI Standex International Corp2.50%
Money Market Obligations Trust2.48%
LMAT Lemaitre Vascular Inc.2.42%
LFUS Littelfuse Inc.2.36%
MOG-A Moog Inc.2.33%
AZZ AZZ Inc2.31%
MWA Mueller Water Products, Inc.2.12%
POWI Power Integrations Inc.2.12%
PAHC Phibro Animal Health Corporation2.07%

More on CDOFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.