About CMALX
The Crawford Multi-Asset Income Fund is a mutual fund designed to generate current income by investing across multiple asset classes. Its strategy centers on a diversified portfolio that typically includes dividend-paying common stocks, preferred stocks, corporate bonds, U.S. government securities, convertible bonds, and real estate investment trusts (REITs). The fund utilizes a bottom-up security selection approach, focusing on identifying high-quality, income-generating investments across sectors such as financial services, energy infrastructure, utilities, and consumer defensive industries. Emphasis is placed on risk management by balancing exposure among four key risk categories: market risk, interest rate risk, oil and energy price risk, and credit risk. The fund’s allocation flexibility allows investments in bonds of all maturities, with maturity choices guided by yield opportunities and interest rate considerations. Managed by an experienced team at Crawford Investment Counsel, the fund plays a role in providing stable income streams and diversification within the broader financial market, catering to investors seeking consistent income from a blend of equities and fixed-income securities.
Fund Family Crawford
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CMALX
Index NASDAQ Multi-Asset Diversified Income TR USD
CMALX had a total return of 7.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.51%.
