CDGCX Mutual Fund

CDGCX Mutual Fund (Crawford Large Cap Dividend Fund Class C) is managed by Crawford Investment counsel with $2.1M in net assets. CDGCX expense ratio is 1.97%, holding 42 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-01-27.

CDGCX performance shows a YTD return of 4.87%. The 1-year return is 5.79% and the 5-year return is 4.61%. CDGCX dividend yield stands at 4.63%, paid quarterly.

CDGCX top holdings include Microsoft Corp (6.5%), American Express Co. (5.5%), Johnson Controls International Plc (4.6%), Abbvie Inc. (4.3%), Philip Morris International Inc. (4.3%). 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.