Crawford Dividend Growth Fund Quote
| CDGIX Fund | USD 13.83 0.11 0.80% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Crawford Dividend is trading at 13.83 as of the 23rd of April 2024; that is 0.80 percent increase since the beginning of the trading day. The fund's open price was 13.72. Crawford Dividend has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Crawford Dividend Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund invests primarily in common stocks of large capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. Under normal circumstances, the fund will invest at least 80 percent of its assets in securities of large cap companies that pay or are expected to pay regular dividends. More on Crawford Dividend Growth
Moving together with Crawford Mutual Fund
| 1.0 | CDGCX | Crafword Dividend Growth | PairCorr |
| 0.87 | CDOFX | Crawford Dividend | PairCorr |
| 0.77 | CMALX | Crawford Multi Asset | PairCorr |
| 0.9 | VTSAX | Vanguard Total Stock | PairCorr |
| 0.89 | VFIAX | Vanguard 500 Index | PairCorr |
| 0.9 | VTSMX | Vanguard Total Stock | PairCorr |
Crawford Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Crawford Dividend's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Crawford Dividend or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Crawford Funds, Large Blend Funds, Large Blend, Crawford, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
Crawford Dividend Growth [CDGIX] is traded in USA and was established 23rd of April 2024. Crawford Dividend is listed under Crawford category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Crawford family. This fund currently has accumulated 57.84 M in assets under management (AUM) with minimum initial investment of 10 K. Crawford Dividend Growth is currently producing year-to-date (YTD) return of 2.15% with the current yeild of 0.01%, while the total return for the last 3 years was 3.64%.
Check Crawford Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Crawford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Crawford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Crawford Dividend Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Crawford Dividend Growth Mutual Fund Constituents
| PG | Procter Gamble | Stock | Consumer Staples |
| BLK | BlackRock | Stock | Financials |
| CVX | Chevron Corp | Stock | Energy |
| JNJ | Johnson Johnson | Stock | Health Care |
| UPS | United Parcel Service | Stock | Industrials |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
| PM | Philip Morris International | Stock | Consumer Staples |
Crawford Dividend Target Price Odds Analysis
Based on a normal probability distribution, the odds of Crawford Dividend jumping above the current price in 90 days from now is about 71.23%. The Crawford Dividend Growth probability density function shows the probability of Crawford Dividend mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Crawford Dividend has a beta of 0.951 suggesting Crawford Dividend Growth market returns are sensitive to returns on the market. As the market goes up or down, Crawford Dividend is expected to follow. Additionally, crawford Dividend Growth has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Crawford Dividend to move above the current price in 90 days from now is about 71.23 (This Crawford Dividend Growth probability density function shows the probability of Crawford Mutual Fund to fall within a particular range of prices over 90 days) .
Crawford Dividend Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Crawford Dividend market risk premium is the additional return an investor will receive from holding Crawford Dividend long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Crawford Dividend. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Crawford Dividend's alpha and beta are two of the key measurements used to evaluate Crawford Dividend's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4842 | |||
| Semi Deviation | 0.5912 | |||
| Standard Deviation | 0.6341 | |||
| Variance | 0.4021 |
Crawford Dividend Against Markets
Picking the right benchmark for Crawford Dividend mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Crawford Dividend mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Crawford Dividend is critical whether you are bullish or bearish towards Crawford Dividend Growth at a given time. Please also check how Crawford Dividend's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Crawford Dividend without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Global Correlations Now
Global CorrelationsFind global opportunities by holding instruments from different markets |
| All Next | Launch Module |
How to buy Crawford Mutual Fund?
Before investing in Crawford Dividend, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Crawford Dividend. To buy Crawford Dividend fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Crawford Dividend. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Crawford Dividend fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Crawford Dividend Growth fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Crawford Dividend Growth fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Crawford Dividend Growth, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Crawford Dividend Growth?
The danger of trading Crawford Dividend Growth is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Crawford Dividend is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Crawford Dividend. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Crawford Dividend Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Crawford Dividend Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.