Crawford Dividend Growth Fund
Overview and Benefits of the Fund
Investment Objective: The investment objective of the Crawford Dividend Growth Fund is total return. Total return is comprised of both capital appreciation and income.
- The value-oriented investment discipline pursued by the Fund emphasizes quality, consistency and stability.
- When selecting portfolio companies, the research process starts with a universe of companies that have at least a ten-year history of paying and/or growing dividends.
- The Advisor then selects a portfolio of companies it believes are undervalued that present an attractive trade-off between risk and return.
- The Advisor seeks to buy high quality securities at attractive valuations and identifies a catalyst that is expected to produce superior return.
Crawford Investment Counsel offers three share classes of our Dividend Growth Strategy:
C Class – symbol: CDGCX (Fact Sheet) I Class – symbol: CDGIX (Fact Sheet)
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No investment strategy, including a total return strategy, can ensure a profit or protect against a loss. Additionally, investing in a total return strategy may result in underperformance during a bull market.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 Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)