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Morningstar

Crawford Multi-Asset Income CMALX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 25.43  /  0.36 %
  • Total Assets 132.8 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.63%
  • Turnover 12%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CMALX

Will CMALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CMALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CMALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Crawford Multi-Asset Income's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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