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Cromwell Greenspring Mid Cap Instl GRSPX

Medalist Rating as of | See Cromwell Fund Investment Hub
  • NAV / 1-Day Return 23.87  /  0.42 %
  • Total Assets 120.9 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.86%
  • Turnover 11%

Morningstar’s Analysis GRSPX

Will GRSPX outperform in future?

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

An upgrade in its Process Pillar rating is the primary driver of Cromwell Greenspring Mid Cap Instl's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings GRSPX

  • Current Portfolio Date
  • Equity Holdings 52
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 46.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.36
11,198,873
Industrials
7.77
9,291,758
Industrials
5.79
6,926,721
Industrials
5.64
6,743,084
Industrials
3.45
4,131,923
Industrials
3.20
3,833,499
Basic Materials
3.18
3,808,888
Financial Services
3.09
3,696,794
Communication Services
2.81
3,366,979
Financial Services
2.64
3,154,195
Consumer Cyclical