Morningstar

Cromwell Tran Focus Investor LIMAX

Morningstar Medalist Rating
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Medalist Rating as of See Cromwell Fund Investment Hub
  • NAV / 1-Day Return $7.30  /  +0.27 %
  • Fund Size $22.2M
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

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 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.

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Portfolio Holdings LIMAX

More LIMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

9.98 2M
Technology

ARM Holdings PLC ADR

7.12 2M
Technology

ATI Inc

6.52 1M
Industrials

GE Vernova Inc

5.42 1M
Industrials

Ferguson Enterprises Inc

5.35 1M
Industrials

Phillips 66

5.04 1M
Energy

International Flavors & Fragrances Inc

5.04 1M
Basic Materials

BNY Dreyfus Treasury Oblgtns Csh Mgt Ins

4.50 1M
Cash and Equivalents

Talen Energy Corp Ordinary Shares New

4.25 969,339
Utilities

Danaher Corp

4.18 952,665
Healthcare

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