CDGIX Mutual Fund

CDGIX Mutual Fund (Crawford Large Cap Dividend Fund Class I) is managed by Crawford Investment counsel with $54.7M in net assets. CDGIX expense ratio is 0.97%, holding 42 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-01-05.

CDGIX performance shows a YTD return of 5.56%. The 1-year return is 6.83% and the 5-year return is 5.61%. CDGIX dividend yield stands at 5.64%, paid quarterly.

CDGIX 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 CDGIX holdings, CDGIX sectors, or CDGIX dividends.

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