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.
Click here for relevant fund documents.
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.
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)
Check the background of Ultimus Fund Distributors, LLC. on FINRA’s BrokerCheck