Cromwell Foresight Global Infras Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Cromwell Foresight Global Infrastructure Fund Institutional Class CFGIX
- NAV / 1-Day Return 20.68 / +0.58 %
- Total Assets 56.1M
-
Adj. Expense Ratio
1.070%
- Expense Ratio 1.050%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Infrastructure
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 3.63%
- Turnover 36%
USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:40 AM GMT+0
Morningstar’s Analysis CFGIX
Will CFGIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SSE PLC | 4.22 | 2M | Utilities |
Equinix Inc | 4.05 | 2M | Real Estate |
Infratil Ltd | 3.84 | 2M | Industrials |
Brookfield Renewable Partners LP | 3.80 | 2M | Utilities |
National Grid PLC | 3.72 | 2M | Utilities |
Clearway Energy Inc Class C | 3.71 | 2M | Utilities |
Transurban Group | 3.58 | 2M | Industrials |
Cellnex Telecom SA | 3.48 | 2M | Real Estate |
Digital Realty Trust Inc | 3.23 | 2M | Real Estate |
Healthpeak Properties Inc | 3.17 | 2M | Real Estate |
United States