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Crawford Small Cap Dividend Fund (CDOFX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The fund invests primarily in common stocks of small capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. The fund's Advisor manages the fund by investing primarily in companies with market capitalizations of $5 billion or less at the time of purchase. The Advisor believes investing long-term in companies with sound management, strong balance sheets, and the ability to produce consistent earnings and dividends is a low risk means of building wealth.

Looking to diversify beyond CDOFX? The mutual funds below have the lowest correlation with CDOFX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from CDOFX.

Best Diversifiers for CDOFX

0 mutual funds have low correlation with CDOFX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.70, roughly unchanged from 0.77 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AUERX
Auer Growth Fund0.700.740.77
91
Small Cap Blend EquitiesCDOFX vs AUERX
HDPSX
Hodges Small Cap Fund0.780.850.87
74
Small Cap Blend EquitiesCDOFX vs HDPSX
IPSIX
Voya Index Plus SmallCap Portfolio0.810.850.90
75
Small Cap Blend EquitiesCDOFX vs IPSIX
RIVSX
River Oak Discovery Fund0.820.870.89
87
Small Cap Blend EquitiesCDOFX vs RIVSX
NINLX
Neuberger Berman Intrinsic Value Fund0.830.860.89
86
Small Cap Blend EquitiesCDOFX vs NINLX
See all 23 diversifiers for CDOFX

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Diversification Analysis

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