CDGIX Mutual Fund

CDGIX Mutual Fund (Crawford Large Cap Dividend Fund Class I) is managed by Crawford Investment counsel with $58.0M in net assets. CDGIX expense ratio is 0.97%, holding 39 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-01-05.

CDGIX performance shows a YTD return of 4.34%. The 1-year return is 7.97% and the 5-year return is 5.65%. CDGIX dividend yield stands at 5.70%, paid quarterly.

CDGIX 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 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.