About CDGIX
Crawford Large Cap Dividend Fund Class I is an open-end mutual fund designed to provide investors access to a portfolio of large capitalization companies with a demonstrated history of consistent earnings and dividend growth. The fund’s strategy centers on investing at least 80% of its assets in common stocks of large-cap businesses, typically those within the market capitalization range of the Russell 1000® Value Index. The investment approach is value-oriented and relies on detailed fundamental research, with a focus on identifying high-quality companies that possess strong balance sheets, stable cash flows, and a record of growing dividends. The fund targets firms across key sectors such as information technology, financials, healthcare, consumer staples, and industrials, with the majority of its allocation in North American companies. Notably, the portfolio’s top 10 holdings, which comprise a significant portion of assets, include prominent names like Microsoft, American Express, and Coca-Cola. The fund is managed by Crawford Investment Counsel and is commonly used by investors seeking a blend of income through dividends and potential long-term capital appreciation, while maintaining an emphasis on lower volatility and fundamental quality.
Fund Family Crawford
Category Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CDGIX
Share Class - Class I
Index Russell 1000 Value TR
CDGIX had a total return of 5.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.01%.
