CMALX Mutual Fund (Crawford Multi-Asset Income Fund) is managed by Crawford Investment counsel with $195.0M 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 7.24%. The 1-year return is 9.49% and the 5-year return is 6.29%. CMALX dividend yield stands at 6.93%, paid monthly.

CMALX top holdings include Kinder Morgan, Inc. Class P (4.0%), Federated Treasury Obligations Money Market Fund (3.9%), Charles Schwab Corp Jr Subordina 12/99 Var (3.8%), Southern Company (The) (3.2%), Williams Cos. Inc. (3.1%). View all CMALX holdings, sector breakdown, or dividend history.

CMALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CMALX alternatives are available via the screener, along with tax-loss harvesting opportunities.