Cromwell CenterSquare Real Estate Fund Investor Class MRESX

Morningstar Medalist Rating
  • NAV / 1-Day Return$13.14  /  +3.06%
  • Fund Size$88.3M
  • Adjusted Expense Ratio1.120%
  • Net Expense Ratio1.110%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategoryReal Estate
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield2.04%
  • Turnover Ratio31%

Morningstar’s Analysis MRESX

Will MRESX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cromwell CenterSquare Real Estate Inv holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings MRESX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings52.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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