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CMALX
Mutual Fund ticker: NASDAQ
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Crawford Multi-Asset Income (CMALX) Ownership - Who owns Crawford Multi-Asset Income?

The investment seeks to provide current income... Show more

Profile

Category
Moderate Allocation
Address
Unified Series Trust (Crawford)2960 North Meridian Street, Suite 300Indianapolis
Phone
(317) 917-7000
Web
www.crawfordinvestment.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.00
Min. Initial Investment
10000.00
Fund Existence
almost 8 years
Turnover
19.00
Front Load
N/A
Net Assets
155536400.00
Manager Tenure
N/A

Fundamentals

CMALX
Net Assets
156M
Fund Existence
almost 8 years
Turnover
19.00
Total Expense Ratio
1.00
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
10000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.24
Assets in Top Ten Holdings
39M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
156M
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
48.00
Number of Net Holdings
48.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.01
Weighting Top Ten Holdings
33.63%
Gain YTD
3.933
Annual Yield % from dividends
4.10
Returns for 1 year
6.71
Returns for 3 years
17.06
Returns for 5 years
50.21
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Unified Series Trust (Crawford)2960 North Meridian Street, Suite 300Indianapolis
Phone
(317) 917-7000
Web
www.crawfordinvestment.com