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Morningstar

Cromwell Greenspring Mid Cap Instl GRSPX

Morningstar Medalist Rating
Medalist Rating as of | See Cromwell Fund Investment Hub
  • NAV / 1-Day Return 25.01  /  +0.44 %
  • Total Assets 122.6 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.76%
  • Turnover 18%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:14 PM GMT+0

Morningstar’s Analysis GRSPX

Will GRSPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GRSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GRSPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GRSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Cromwell Greenspring Mid Cap Instl's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GRSPX

More GRSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Republic Services Inc

9.39 12.1 Mil
Industrials

KBR Inc

8.32 10.7 Mil
Industrials

EMCOR Group Inc

7.84 10.1 Mil
Industrials

MYR Group Inc

6.22 8.0 Mil
Industrials

Johnson Controls International PLC

3.65 4.7 Mil
Industrials

WR Berkley Corp

3.28 4.2 Mil
Financial Services

DuPont de Nemours Inc

2.98 3.8 Mil
Basic Materials

Ziff Davis Inc

2.70 3.5 Mil
Communication Services

Primo Water Corp

2.69 3.5 Mil
Consumer Defensive

Alight Inc Class A

2.60 3.3 Mil
Technology