Crawford Multi-Asset Income Fund (CMALX) - Allocation--50% to 70% Equity fund with $186.03 Million in assets. The fund allocates 31.27% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Charles Schwab Corp./ The at 3.90% of total assets. This is followed by ONEOK, Inc. (3.52%) and Kinder Morgan, Inc. (3.39%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Charles Schwab Corp./ The | 3.90% | - | - |
| ONEOK, Inc. | 3.52% | - | - |
| Kinder Morgan, Inc. | 3.39% | - | - |
| Williams Cos, Inc./The | 2.73% | - | - |
| Federated Hermes Treasury Oligations Fund | 4.08% | - | - |
| Duke Energy Corp. | 3.38% | - | - |
| Wells Fargo Co, Series L, 7.50% | 3.13% | - | - |
| Spire, Inc., Series A, 5.90% | 2.95% | - | - |
| Fidelity National Information Services Inc. | None | - | - |
| Philip Morris International, Inc. | 4.19% | - | - |
| The Southern Co., 4.95% | 2.92% | - | - |
| Two Harbors Investment Corp., Series B, 7.63% | 2.79% | - | - |
| Truist Financial Corp. | 2.70% | - | - |
| AbbVie, Inc. | 2.80% | - | - |
| Crown Castle Inc. | 2.65% | - | - |
| WEC Energy Group Inc. 4.75 01/09/26 | 2.64% | - | - |
| Bank of America Corp | 3.21% | - | - |
| Wells Fargo Company | 3.37% | - | - |
| Spire, Inc. | 2.98% | - | - |
| Southern Company (The) | 2.95% | - | - |
| Williams Companies, Inc. (The) | 2.66% | - | - |