The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Cromwell CenterSquare Real Estate Inst MRASX
- NAV / 1-Day Return 10.28 / −0.39 %
- Total Assets 115.2 Mil
-
Adj. Expense Ratio
1.020%
- Expense Ratio 1.020%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.43%
- Turnover 47%
USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:12 PM GMT+0
Morningstar’s Analysis MRASX
Will MRASX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
Cromwell CenterSquare Real Estate Inst's recent People Pillar rating upgrade more than counters the negative impact of its fee hike, resulting in an improvement in its Morningstar Medalist Rating to Bronze from Neutral.
Summary
Rated on
Published on
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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