Crawford Multi-Asset Income Fund
Shareclass
Crawford Multi-Asset Income (CMALX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Crawford Multi-Asset Income Fund CMALX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Bank of America Corp Pfd0.15% of assets$215,572 invested
- 2. Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-3.39% of assets$4.82M invested
- 3. Philip Morris International Inc4.74% of assets$6.74M invested
- 4. Verizon Communications Inc2.1% of assets$2.99M invested
- 5. Prudential Financial Inc1.73% of assets$2.45M invested
- 6. American Electric Power Co Inc2.4% of assets$3.41M invested
- 7. Chevron Corp1.3% of assets$1.84M invested
- 8. Huntington Bancshares Inc2.09% of assets$2.97M invested
- 9. AbbVie Inc2.7% of assets$3.84M invested
- 10. Duke Energy Corp3.55% of assets$5.04M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Canadian Natural Resources Ltd1.81% of assets$2.58M invested
- 2. Lamar Advertising Co Class A1.93% of assets$2.74M invested
- 3. Vornado Realty Trust 5.25 % Cum Perp Red Pfd Registered Shs Series -M-1.31% of assets$1.86M invested
- 4. Digital Realty Trust Inc 5.20% PRF PERPETUAL USD 25 Ser L2.17% of assets$3.09M invested
- 5. Kinetik Holdings Inc1.64% of assets$2.33M invested
- 6. Four Corners Property Trust Inc2.57% of assets$3.66M invested
- 7. AGNC Investment Corp FXDFR PRF PERPETUAL USD 25 - Ser G1.48% of assets$2.1M invested
- 8. Annaly Capital Management Inc Cum Conv Red Pfd Registered Shs Series -F-1.31% of assets$1.86M invested
- 9. Spire Inc Ser A3.07% of assets$4.37M invested
- 10. Alexandria Real Estate Equities Inc0.93% of assets$1.32M invested
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Financial performance
Performance data provided by
Find more financial data on CMALX at Morningstar.com
Find more financial data on CMALX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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