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CDOFX Crawford Dividend Opportunity

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Fund CDOFX Crawford Dividend Opportunity SMLV SPDR® Russell 2000 Low Volatility ETF QLSCX Federated MDT Small Cap Core R6  
100% 92% 89%
Annual Fees
(1.05% Exp. Ratio)
(0.12% Exp. Ratio)
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$38,526.45 $51,008.32 $40,562.41
Est. savings over 30 yrs +$12,481.87 +$2,035.97
As of 11/30/16
1 YR RETURN 16.62%
3 YR 9.45%
5 YR --
10 YR --
1 YR RETURN 19.27%
3 YR 12.17%
5 YR --
10 YR --
1 YR RETURN 23.83%
3 YR 10.16%
5 YR 18.06%
10 YR 6.10%
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 using its Crawford Small Capitalization Dividend strategy, by investing primarily in companies with market capitalizations of $3.5 billion or less at the time of purchase.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes small cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. The fund is non-diversified.
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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