Crawford Small Cap Dividend Fund

Overview and Benefits of the Fund

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.

  • 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 within the range of market capitalization of the companies appearing in the Russell 2000 Index.
  • 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.


Fund Factsheet

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Investing involves risk, including loss of principal. There is no guarantee that this, or any, investing strategy will be successful. Small cap investing involves greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. 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)
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