Croft Funds Applications
- Croft Funds Prospectus
- Statement of Add Information (SAI)
- Current Annual Report
- Current Semi-Annual Report
- Regular Account Application
- IRA Application
- ROTH IRA Application
- Croft Funds Automatic Investment
All forms are in PDF format, requiring Adobe Reader.ABOUT CROFT FUNDS
Located in downtown Baltimore at the historic Canton House, Croft Funds is part of Croft Leominster, Inc., a family owned and operated money manager since 1989. The Croft management team has over 100 years of collective experience and manages approximately $900 million in assets.
Croft Value Fund (CLVFX)
Croft Value Fund (CLVFX) Long-Term Morningstar % Ranking vs. Category
| 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | |
| Croft Value Fund | 75% | 78% | 79% | 6% | 21% |
| # of Funds | 1,258 | 1,147 | 1,048 | 820 | N/A |
Category: Large Blend (as of 3/31/2013)
Disclaimer
Croft Value Fund Annualized Performance (as of 3/31/2013)
| YTD | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | |
| Croft Value Fund | +7.8% | +11.2% | +9.2% | +3.5% | +10.5% | +5.3% |
| S&P 500 Index | +10.6% | +16.0% | +12.7% | +5.8% | +8.5% | +4.3% |
| S&P 500 Value Index | +12.0% | +16.6% | +12.1% | +4.1% | +8.9% | +4.4% |
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View the Croft Value Fund Fact Sheet
Croft Income Fund (CLINX)
Croft Income Fund Annualized Performance (as of 3/31/2013)
| YTD | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | |
| Croft Income Fund | +0.3% | +1.8% | +3.7% | +4.0% | +4.7% | +4.7% |
| Barclays CAP AGGR Bond Index |
+0.3% | +3.5% | +4.8% | +4.6% | +4.5% | +5.5% |
Daily Change
| NAV | Daily Change | |
| Croft Value Fund Class R (CLVFX) | $27.49 | ($0.02) |
| Croft Value Fund Class I (CIVFX) | $27.69 | ($0.02) |
| Croft Income Fund (CLINX) | $9.99 | ($0.01) |
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data shown is current to the most recent month end.
You should consider each fund's investment objectives, risks, charges and expenses before investing. The funds' prospectus contains this and other relevant information, and should be read carefully before investing. A prospectus may be downloaded from this website or obtained by calling 800-746-3322
The fund imposes a 2.00% redemption fee on shares held less than 30 days.