Cromwell Fund Funds List | Morningstar

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Cromwell Fund Mutual Funds List

Share Class Type

1 to 8 of 8 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Cromwell CenterSquare Real Estate Fund Investor Class	MRESX	Real Estate			7.94%	23	1.120%	Average	No Load	$2,000
Cromwell Tran Focus Instl	LIMIX	Mid-Cap Growth			13.31%	17	1.100%	High	Institutional	$100,000
Cromwell CenterSquare Real Estate Fund Institutional Class	MRASX	Real Estate			7.99%	23	1.020%	Above Average	Institutional	$100,000
Cromwell Greenspring Mid Cap Fund Institutional Class	GRSPX	Mid-Cap Blend			12.43%	36	1.130%	High	Institutional	$100,000
Cromwell Long Short Fund Class Investor	MFADX	Long-Short Equity			10.19%	33	1.960%	High	No Load	$2,000
Cromwell Tran Focus Investor	LIMAX	Mid-Cap Growth			13.09%	17	1.350%	High	No Load	$2,000
Cromwell Long Short Fund Class Institutional	MFLDX	Long-Short Equity			10.37%	32	1.710%	Above Average	Institutional	$100,000
Cromwell Global Infrastructure Fund Institutional Class	CFGIX	Infrastructure			5.72%	23	1.070%	Above Average	Institutional	$100,000

Cromwell Fund Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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