Morningstar

Cromwell Greenspring Mid Cap Fund Institutional Class GRSPX

Morningstar Medalist Rating
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Medalist Rating as of See Cromwell Fund Investment Hub
  • NAV / 1-Day Return $27.43  /  −0.76 %
  • Fund Size $120.6M
  • Adjusted Expense Ratio 1.130%
  • Net Expense Ratio 1.130%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.40%
  • Turnover Ratio 6%
NAV and 1-Day Return as of

Morningstar’s Analysis GRSPX

Will GRSPX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GRSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GRSPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GRSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GRSPX

More GRSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

8.77 11M
Industrials

Republic Services Inc

7.78 9M
Industrials

Johnson Controls International PLC Registered Shares

6.91 8M
Industrials

MYR Group Inc

5.26 6M
Industrials

KBR Inc

4.89 6M
Industrials

Flex Ltd

4.53 5M
Technology

WR Berkley Corp

4.00 5M
Financial Services

Primo Brands Corp Ordinary Shares - Class A

3.47 4M
Consumer Defensive

EOG Resources Inc

2.88 3M
Energy

nVent Electric PLC

2.66 3M
Industrials

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