CMALX Mutual Fund

CMALX Mutual Fund (Crawford Multi-Asset Income Fund) is managed by Crawford Investment counsel with $208.7M in net assets. CMALX expense ratio is 0.99%, holding 48 positions across sectors including Financials, Real Estate, Energy. Inception date: 2017-09-12.

CMALX performance shows a YTD return of 8.42%. The 1-year return is 10.56% and the 5-year return is 6.61%. CMALX dividend yield stands at 6.73%, paid monthly.

CMALX top holdings include Kinder Morgan, Inc. Class P (4.0%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (3.9%), Charles Schwab Corp Jr Subordina 12/99 Var (3.8%), Southern Company (The) (3.2%), Williams Cos. Inc. (3.1%). Go to all CMALX holdings, CMALX sectors, or CMALX dividends.

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