Crawford Mutual Funds List
Here you can find all mutual funds issued by Crawford and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.96%
- Avg. 1 Year Return
- 11.80%
- Avg. 5 Year Return
- 6.03%
- Median Risk/Return Score
- 27 / 100
Crawford Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Crawford Large Cap Dividend Fund | Large Cap Blend Equities | Jan 5, 2004 | 0.89% | -2.13% | 9.15% | 6.06% | 5 | ||||||||
| Crawford Small Cap Dividend Fund | Small Cap Blend Equities | Sep 26, 2012 | 0.99% | 14.39% | 9.08% | 3.09% | 27 | ||||||||
| Crawford Multi-Asset Income Fund | Diversified Portfolio | Sep 11, 2017 | 1.00% | 6.03% | — | 7.35% | 33 |
Explore top Crawford Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Crawford Mutual funds by Risk/Return Score
The top Crawford Mutual funds by PortfoliosLab Risk/Return Score are CMALX (33) and CDOFX (27).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Crawford Multi-Asset Income Fund | 33 | — | Sep 2017 | |
| Crawford Small Cap Dividend Fund | 27 | — | Sep 2012 | |
| Crawford Large Cap Dividend Fund | 5 | — | Jan 2004 |
Best-Performing Crawford Mutual funds Over 5 Years
The top Crawford Mutual funds is CMALX (6.26%).
Across the lineup, Crawford Mutual funds show an average 1-year return of 11.80% and an average 5-year return of 6.03%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Crawford Multi-Asset Income Fund | 6.26% | — | Sep 2017 | |
| Crawford Small Cap Dividend Fund | 5.99% | — | Sep 2012 | |
| Crawford Large Cap Dividend Fund | 5.83% | — | Jan 2004 |
Lowest-Cost Crawford Mutual funds
The top Crawford Mutual funds is CDGIX (0.89%).
With an average expense ratio of 0.96%, Crawford Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Crawford Large Cap Dividend Fund | 0.89% | — | Jan 2004 | |
| Crawford Small Cap Dividend Fund | 0.99% | — | Sep 2012 | |
| Crawford Multi-Asset Income Fund | 1.00% | — | Sep 2017 |
Highest-Yield Crawford Mutual funds
The top Crawford Mutual funds is CMALX (7.35%).
Across the lineup, Crawford Mutual funds show an average dividend yield of 5.50%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Crawford Multi-Asset Income Fund | 7.35% | — | Sep 2017 | |
| Crawford Large Cap Dividend Fund | 6.06% | — | Jan 2004 | |
| Crawford Small Cap Dividend Fund | 3.09% | — | Sep 2012 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.