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Crawford Large Cap Dividend Fund Class C: (MF: CDGCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:03 PM ET

$14.09 USD

+0.02 (0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.72 40
3 months 3.29 39
6 months 3.45 61
1 Year 7.67 82
3 Year 10.43 87
5 Year 8.12 72
10 Year 9.71 89

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -41.68
Bull Market (2/09 - 3/21) 406.12

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.90
5 Year 7.51
10 Year 9.11
Since Inception 6.04

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.83 4.95 2.36 0.48
2024 7.65 -2.29 8.53 -3.36
2023 -0.19 3.47 -6.46 9.79
2022 -3.60 -10.03 -6.84 13.44
2021 6.29 7.39 -1.69 7.55

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.7211.0110.316.05-8.3420.696.2327.15-4.8112.9414.64
% Total Return Rel to Index 0.73-7.20-14.70-20.189.86-7.98-12.16-4.33-0.42-8.842.71
% Total Return Rel to Peer 0.65-1.69-9.07-16.9411.35-1.36-13.67-1.262.04-7.736.82
% Perf Quintile vs Peer* 2.004.000.005.001.004.004.004.003.005.001.00
% Dividends 0.000.030.060.090.070.030.090.070.060.060.05
% Yield 0.000.190.390.200.500.240.690.570.600.540.44
Capital Gains ($) 0.000.690.750.380.220.350.650.000.210.591.24
Expense Ratio 0.001.971.971.951.921.891.951.981.981.981.92

* 1 = Top 20%, 5 = Bottom 20%