Morningstar

Cromwell Tran Sustainable Focus Investor LIMAX

Morningstar Medalist Rating
Medalist Rating as of | See Cromwell Fund Investment Hub
  • NAV / 1-Day Return 7.27  /  −0.95 %
  • Total Assets 22.7M
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 69%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:55 AM GMT+0

Morningstar’s Analysis LIMAX

Will LIMAX 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 LIMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LIMAX 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 LIMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cromwell Tran Sustainable Focus Investor 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.

by Morningstar Automated Analysis
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Portfolio Holdings LIMAX

More LIMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

10.27 2M
Technology

ARM Holdings PLC ADR

8.37 2M
Technology

ATI Inc

6.52 2M
Industrials

GE Vernova Inc

6.44 2M
Industrials

Danaher Corp

5.54 1M
Healthcare

Ferguson Enterprises Inc

5.48 1M
Industrials

Talen Energy Corp Ordinary Shares New

5.02 1M
Utilities

International Flavors & Fragrances Inc

4.59 1M
Basic Materials

Martin Marietta Materials Inc

4.37 1M
Basic Materials

Bloom Energy Corp Class A

4.27 1M
Industrials

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