Small Cap PyramidCrawford Dividend Opportunity Fund

Overview and Benefits of the Fund

Investment Objective: The investment objective of the Crawford Dividend Opportunity 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.

  • The Fund’s assets are invested primarily in common stocks of small capitalization companies that demonstrate a consistent pattern of earnings and dividend growth.
  • The Fund invests primarily in companies with market capitalizations of $3.5 billion or less.
  • The Advisor believes small capitalization stocks are prone to inefficient pricing. It seeks to exploit these inefficiencies through a systematic, fundamental, longer-term investment process focused on above-average companies trading at attractive valuations.
  • The Advisor looks to invest long-term in companies with sound management, strong balance sheets, and the ability to produce consistent earnings and dividends.
  • The Advisor utilizes a bottom-up, value-oriented approach to stock selection, focusing on company fundamentals, in an effort to identify stocks of companies where the market prices do not reflect their true values. The Advisor’s equity investment team works together to identify appropriate stocks.

 

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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, LLC. (Member FINRA)
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