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Crawford Dividend Growth C (CDGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.41+0.11 (+0.77%)
At close: 08:00PM EDT

Crawford Dividend Growth C

Indianapolis, Indiana 46208

2960 North Meridian Street, Suite 300

Unified Series Trust (Crawford)

(317) 917-7000
Management information
John H. Crawford,Lead manager since 30 March 2015
John H. Crawford, IV, CFA - Managing Director of Equity Investments, 30 Years of Experience, Joined Firm in 1990; Previous Experience: Meryll Lynch Capital Markets, BBA University of Georgia; MS, Georgia State University
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyCrawford
Net assets58.9M
YTD return5.18%
Morningstar rating
Inception date26 Jan 2004

Fund operations

Last dividend0.03
Last cap gain45.00
Holdings turnover19.00%
Average for categoryN/A

Fees and expenses

ExpenseCDGCXCategory average
Annual report expense ratio (net)1.95%0.78%
Prospectus net expense ratio1.95%N/A
Prospectus gross expense ratio1.95%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A