CMALX Mutual Fund

CMALX Mutual Fund (Crawford Multi-Asset Income Fund) is managed by Crawford Investment counsel with $202.7M in net assets. CMALX expense ratio is 0.99%, holding 48 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2017-09-12.

CMALX performance shows a YTD return of 3.50%. The 1-year return is 3.38% and the 5-year return is 6.50%. CMALX dividend yield stands at 7.46%, paid monthly.

CMALX top holdings include Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (7.3%), Kinder Morgan Inc./de (3.6%), Altus Midstream Company (3.3%), Southern Company (The) (2.9%), Wells Fargo & Co., 7.50% Non-Cumul Perp Conv Cl A Preferred Stock, Series L (2.9%). Go to all CMALX holdings, CMALX sectors, or CMALX dividends.

CMALX can be compared against other funds. Use CMALX overlap to find shared positions, or CMALX vs another fund for a side-by-side view. CMALX alternatives are available via the screener, along with tax-loss harvesting opportunities.