Crawford Small Cap Dividend Fund

Frequently Asked Questions About CDOFX

What does CDOFX invest in?

The Crawford Small Cap Dividend Fund primarily allocates its capital to the equities of small-capitalization companies. These firms are selected for their consistent history of increasing earnings and dividend distributions, with market values not exceeding $5 billion at the point of initial purchase. The Advisor's core philosophy emphasizes that a long-term investment in businesses boasting sound management, robust financial statements, and a reliable ability to produce growing profits and dividends, represents a prudent and lower-risk method for accumulating wealth.

What is the expense ratio of CDOFX?

Crawford Small Cap Dividend Fund (CDOFX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.

What is CDOFX's dividend yield?

CDOFX's trailing-twelve-month yield is 3.14%, calculated from the sum of dividends over the past year divided by the current price.

How big is CDOFX?

Crawford Small Cap Dividend Fund (CDOFX) manages $363.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CDOFX actively managed or an index fund?

CDOFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CDOFX launched?

Crawford Small Cap Dividend Fund (CDOFX) launched in September 2012 and is managed by the fund issuer.