Crawford Dividend Opportunity C (CDOCX)
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Crawford Dividend Opportunity C
Unified Series Trust (Crawford)
2960 North Meridian Street, Suite 300
Indianapolis, Indiana 46208
800-431-1716
Management information
Boris H. Kuzmin,Lead manager since 30 April 2018
Boris Kuzmin, CFA is a Senior Research Analyst at Crawford Investment Counsel and has been with the firm since 2004. Boris is also a Principal of the firm. Boris is responsible for equity research in the Financial and Real Estate sectors and serves as a voting member the Equity Investment Team. Boris also serves as Director of Small Cap Strategy. Prior to joining Crawford Investment Counsel, he was an Equity Research Analyst at Emory Investment Management.
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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
CategorySmall Blend
Fund familyCrawford
Net assets239.21M
YTD return-4.29%
Yield0.57%
Morningstar rating★★★
Inception date27 Apr 2015
Fund operations
Last dividend0.07
Last cap gain0.00
Holdings turnover33.00%
Average for categoryN/A
Fees and expenses
ExpenseCDOCXCategory average
Annual report expense ratio (net)1.99%1.03%
Prospectus net expense ratio1.99%N/A
Prospectus gross expense ratio2.19%N/A
Max 12b1 fee1.00%N/A
Max front end sales loadN/A5.19%
Max deferred sales load1.00%1.22%
3-yr expense projection666N/A
5-yr expense projection1,156N/A
10-yr expense projection2,508N/A
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