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			17.58%	15	1.120%	Average	No Load	$2,000
Cromwell Tran Focus Instl	LIMIX	Mid-Cap Growth			12.90%	12	1.100%	High	Institutional	$100,000
Cromwell CenterSquare Real Estate Fund Institutional Class	MRASX	Real Estate			17.63%	14	1.020%	Above Average	Institutional	$100,000
Cromwell Tran Focus Investor	LIMAX	Mid-Cap Growth			12.63%	13	1.350%	High	No Load	$2,000
Cromwell Greenspring Mid Cap Fund Institutional Class	GRSPX	Mid-Cap Blend			15.54%	42	1.130%	High	Institutional	$100,000
Cromwell Long Short Fund Class Investor	MFADX	Long-Short Equity			5.59%	64	1.960%	High	No Load	$2,000
Cromwell Long Short Fund Class Institutional	MFLDX	Long-Short Equity			5.80%	63	1.710%	Above Average	Institutional	$100,000
Cromwell Global Infrastructure Fund Institutional Class	CFGIX	Infrastructure			15.44%	8	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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