Crawford Small Cap Dividend Fund Class C (CDOCX) Research
The fund aims to achieve compelling long-term overall returns while exhibiting a risk level, determined by standard deviation, that is lower than the Russell 2000® Index. Its strategy involves primarily investing in common equities of smaller enterprises, particularly those showcasing a reliable track record of increasing earnings and dividend payments. The fund's management, under the guidance of its Advisor, typically acquires shares of companies whose market capitalization stands at $3.5 billion or less at the point of initial investment. The Advisor firmly believes that committing capital for the long term to businesses characterized by sound governance, robust financial health, and a consistent capacity to generate both profits and dividends represents a prudent, lower-risk method for wealth creation.
Market snapshot
- Symbol
- CDOCX
- Price
- $38.35
- Day change
- -1.26%
- Market cap
- $239.2M
- P/E ratio
- 9.48x
- 52-week range
- 38.35-41.21
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Apollo Senior Floating Rate Fund Inc. (AFT)
- BMO Balanced Allocation Fund - Y (BGRYX)
- Fidelity Freedom Index 2005 Fund - Investor Class (FJIFX)
- GMO Special Opportunities Fund Class VI (GSOFX)
- JPMorgan Equity Focus Fund Class A (JPFAX)
- Manning & Napier Real Estate Series (MNREX)
- Manning & Napier Fd, Real Estate Series Class I (MNRIX)
- Nuveen Investment Trust - Nuveen Large Cap Value Fund (NNGAX)
Open Crawford Small Cap Dividend Fund Class C (CDOCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.