CDGIX Mutual Fund
CDGIX Mutual Fund
Crawford Large Cap Dividend Fund Class I
CDGIX Mutual Fund Overview
CDGIX Mutual Fund (Crawford Large Cap Dividend Fund Class I) is managed by Crawford Investment counsel with $58.7M in net assets. CDGIX expense ratio is 0.97%, holding 39 positions across sectors including Unknown, Financials, Health Care. Inception date: 2004-01-05.
CDGIX performance shows a YTD return of -0.81%. The 1-year return is 2.71% and the 5-year return is 4.94%. CDGIX dividend yield stands at 5.70%, paid quarterly.
CDGIX top holdings include Microsoft Corp 4.100 Feb 06 37 (5.9%), American Express Co. (5.3%), Johnson Controls International Plc_None_0 (5.0%), Astrazeneca Plc (4.3%), Abbvie Inc Health Care (4.0%). View all CDGIX holdings, sector breakdown, or dividend history.
CDGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CDGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.