Cromwell Greenspring Mid Cap Fund Institutional Class GRSPX

Morningstar Medalist Rating
  • NAV / 1-Day Return$28.01  /  −0.88%
  • Fund Size$123.8M
  • Adjusted Expense Ratio1.130%
  • Net Expense Ratio1.130%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryMid-Cap Blend
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.39%
  • Turnover Ratio6%

Morningstar’s Analysis GRSPX

Will GRSPX 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 Greenspring Mid Cap Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GRSPX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings51.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

8.7711M
Industrials

Republic Services Inc

7.789M
Industrials

Johnson Controls International PLC Registered Shares

6.918M
Industrials

MYR Group Inc

5.266M
Industrials

KBR Inc

4.896M
Industrials

Flex Ltd

4.535M
Technology

WR Berkley Corp

4.005M
Financial Services

Primo Brands Corp Ordinary Shares - Class A

3.474M
Consumer Defensive

EOG Resources Inc

2.883M
Energy

nVent Electric PLC

2.663M
Industrials

Sponsor Center