Investing in dividend-paying stocks is an excellent way to pursue your investment objectives. Individual investors value the ability of dividends to provide income. Dividends also have the potential to help provide downside protection in difficult market environments. Crawford Investment Counsel, The Advisor for the Crawford Mutual Funds, employs dividends in each of its equity investment strategies. A company’s dividend history plays a vital role in identifying companies with the characteristics the Advisor seeks – quality, consistency, and stability. Through the Crawford Mutual Funds, investors can access the same dividend-oriented investment philosophy and strategies offered to The Advisor’s institutional and private clients through separate accounts.
Investment Objective: The investment objective of the Crawford Large Cap Dividend Fund is total return. Total return is comprised of both capital appreciation and income.
Investment Objective: The investment objective of the Crawford Small Cap Dividend Fund is to provide attractive long-term total return with below market risk as measured by standard deviation in comparison with the Russell 2000© Index. Total return is comprised of both capital appreciation and income.
Investment Objective: The investment objective of the Crawford Multi-Asset Income Fund is to provide current income.
With approximately $8.7 billion in assets managed for institutions, private clients and their advisors (as of 9/30/2024), Crawford Investment Counsel is an organization with substantial resources in research, investment, portfolio management, and client service.
John H. Crawford, III
Chairman and Chief Investment Officer
Portfolio Manager:
Large Cap Dividend Fund
Small Cap Dividend Fund
Multi-Asset Income Fund
Portfolio Manager:
Large Cap Dividend Fund
Portfolio Manager:
Small Cap Dividend Fund
Portfolio Manager:
Multi-Asset Income Fund
To begin the process of creating a new account, you may access a new account application from the tabs to the below.
Once completed, please print and mail it to:
Crawford Funds
P.O. Box 46707
Cincinnati, OH 45246
Once completed, please print and mail it to:
Crawford Funds
P.O. Box 46707
Cincinnati, OH 45246
Before you invest in one or more of the Crawford Mutual Funds, you should review the Fund’s prospectus, which contains more information about the Fund and its risks. You can find the Fund’s prospectus and other information about the Fund, including its statement of additional information (SAI) and most recent reports to shareholders here or by calling (800) 431-1716.
Minimum Initial Investment:
Crawford Large Cap Dividend Fund (CDGIX – $10,000; CDGCX – $2,500)
Crawford Small Cap Dividend Fund (CDOFX – $2,500)
Crawford Multi-Asset Income Fund (CMALX – $10,000)
There is no minimum amount for subsequent investments.
600 Galleria Parkway
Suite 1650
Atlanta, Georgia 30339
Main: 770.859.0045
Fax: 770.859.0049
Email: info@crawfordinvestment.com
Copyright © 2021 | Crawford Investment Counsel, Inc. | All Rights Reserved.
Crawford Investment Counsel, Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford Investment Counsel, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
Investing involves risk, including loss of principal. There is no guarantee that this, or any, investing strategy will be successful. Value investing presents the risk that the investments may never reach what the Adviser believes are their full market values. There are no guarantees that dividend paying stocks will continue to pay dividends.
Given the significant differences between separately managed accounts and mutual funds, investors should consider the differences in expenses, tax implications, and the overall objectives between separately managed accounts and mutual funds before investing. Past performance of the strategy/separately managed account is not indicative of future performance of the fund.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus and summary prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus or summary prospectus by calling 1-800-431-1716. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.
Distributed by Ultimus Fund Distributors, LLC. (Member FINRA)
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