Dividend Yield PyramidCrawford Dividend Yield Fund

Overview and Benefits of the Fund

Investment Objective: The investment objective of the Crawford Dividend Yield Fund is to provide attractive long-term total return with above-average dividend yield. The Fund will invest primarily in companies with market capitalizations of $1 billion or more. The approach is a bottom-up, value-oriented approach to stock selection, focusing on fundamental analysis to identify opportunities where the dividend is sustainable and the total investment return is attractive. The number of stock positions ranges from 40 to 50 holdings. The investment objectives are as follows:

  • High current dividend yield (in comparison with the Russell 1000 Value © Index)
  •  Diversification and quality, relative to peers
  • Strive to outperform the benchmarks and the peer group on a total investment return basis over a 3-5 year market cycle


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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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