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CDOFX Crawford Small Cap Dividend Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks to provide attractive long-term total return with below market risk as measured by standard deviation in comparison with the Russell 2000® Index. The fund invests primarily in common stocks of small capitalization companies that demonstrate a consistent pattern of earnings and dividend growth. The fund's Advisor manages the fund by investing primarily in companies with market capitalizations of $5 billion or less at the time of purchase. The Advisor believes investing long-term in companies with sound management, strong balance sheets, and the ability to produce consistent earnings and dividends is a low risk means of building wealth.

Market Cap

The average market capitalization across the Crawford Small Cap Dividend MF is 3.7B. The market cap for tickers in the group ranges from 836.63M to 12.45B. NVT holds the highest valuation in this group at 12.45B. The lowest valued company is HCKT at 836.63M.

Volume

The average weekly volume growth across all stocks in the Crawford Small Cap Dividend MF was 7%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 30
Price Growth Rating: 46
SMR Rating: 59
Profit Risk Rating: 42
Seasonality Score: -12 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, CDOFX has been closely correlated with FSSNX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if CDOFX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CDOFX
1D Price
Change %
CDOFX100%
-0.68%
FSSNX - CDOFX
95%
Closely correlated
-1.40%
FTHFX - CDOFX
93%
Closely correlated
-0.98%
VSMAX - CDOFX
90%
Closely correlated
-1.06%
VSCPX - CDOFX
90%
Closely correlated
-1.07%
NAESX - CDOFX
90%
Closely correlated
-1.06%
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