Crawford Multi-Asset Income FundCMALX

MUTUAL FUNDCrawford Investment Counsel
Type
Mutual fund
Peer group
Allocation
Net assets
$182.6M
Expense ratio
0.99%
1-year return
+4.4%
3 years, a year
+8.9%
5 years, a year
+6.4%
Holdings
48

What it aims to do.

The investment objective of the Crawford Multi-Asset Income Fund (the Fund) is to provide current income.

Top 10 holdings.

Holding% of fund
KMI Kinder Morgan, Inc.4.04%
Money Market Obligations Trust3.90%
SCHW The Charles Schwab Corporation3.81%
SOJD Southern Co.3.22%
WMB Williams Companies Inc. (The)3.15%
BAC Bank of America Corp.3.09%
American Electric Power Co, Inc.3.05%
WFC Wells Fargo & Co.3.05%
AGNCL Agnc Investment Corp2.97%
TWO-PC Two Harbors Investment Corp.2.62%

More on CMALX.

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