CDGCX Mutual Fund

CDGCX Mutual Fund (Crawford Large Cap Dividend Fund Class C) is managed by Crawford Investment counsel with $2.2M in net assets. CDGCX expense ratio is 1.97%, holding 39 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-01-27.

CDGCX performance shows a YTD return of 3.72%. The 1-year return is 6.93% and the 5-year return is 4.60%. CDGCX dividend yield stands at 4.68%, paid quarterly.

CDGCX top holdings include Microsoft Corp (5.9%), American Express Co. (5.3%), Johnson Controls International Plc (5.0%), Astrazeneca Plc (4.3%), Abbvie Inc. (4.0%). Go to all CDGCX holdings, CDGCX sectors, or CDGCX dividends.

CDGCX can be compared against other funds. Use CDGCX overlap to find shared positions, or CDGCX vs another fund for a side-by-side view. CDGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.