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CDGIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$15.31
Change
-$0.03 (-0.20%)
Net Assets
60.38M

CDGIX Crawford Large Cap Dividend I Forecast, Technical & Fundamental Analysis

The investment seeks total return... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), ABBVIE (NYSE:ABBV), Coca-Cola Company (NYSE:KO), American Express Company (NYSE:AXP), Merck & Co (NYSE:MRK), Accenture PLC (NYSE:ACN), United Parcel Service (NYSE:UPS), Johnson Controls International plc (NYSE:JCI).

Industry description

The investment seeks total return. The fund invests primarily in common stocks of large capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. Under normal circumstances, the fund will invest at least 80% of its assets in securities of large cap companies that pay or are expected to pay regular dividends. It may invest its assets in securities of U.S. companies and foreign companies, directly or indirectly through American Depositary Receipts (“ADRs”) or other types of depositary receipts. The fund may also invest in equity real estate investment trusts (“REITs”).

Market Cap

The average market capitalization across the Crawford Large Cap Dividend I MF is 607.48B. The market cap for tickers in the group ranges from 67.74B to 3.87T. MSFT holds the highest valuation in this group at 3.87T. The lowest valued company is JCI at 67.74B.

Volume

The average weekly volume growth across all stocks in the Crawford Large Cap Dividend I MF was 24%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -15%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 56
Price Growth Rating: 44
SMR Rating: 24
Profit Risk Rating: 38
Seasonality Score: -37 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, CDGIX has been closely correlated with VIVAX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if CDGIX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CDGIX
1D Price
Change %
CDGIX100%
-0.20%
VIVAX - CDGIX
89%
Closely correlated
-0.13%
VVIAX - CDGIX
89%
Closely correlated
-0.13%
VIVIX - CDGIX
89%
Closely correlated
-0.13%
FXAIX - CDGIX
88%
Closely correlated
-0.27%
VFIAX - CDGIX
85%
Closely correlated
-0.27%
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