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Morningstar

Cromwell Tran Sustainable Focus Investor LIMAX

Morningstar Medalist Rating
Medalist Rating as of | See Cromwell Fund Investment Hub
  • NAV / 1-Day Return 5.20  /  0.38 %
  • Total Assets 30.9 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 49%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis LIMAX

Will LIMAX outperform in 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.

Weakness in Cromwell Tran Sustainable Focus Investor's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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.

by Morningstar Manager Research
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Portfolio Holdings LIMAX

More LIMAX Holdings
  • Current Portfolio Date
  • Equity Holdings 23
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 58.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

IQVIA Holdings Inc

6.96
2,435,608
Healthcare

Sherwin-Williams Co

6.36
2,225,589
Basic Materials

Microsoft Corp

6.20
2,170,261
Technology

Danaher Corp

6.03
2,110,320
Healthcare

Progressive Corp

5.94
2,080,989
Financial Services

Amazon.com Inc

5.84
2,045,218
Consumer Cyclical

Ferguson PLC

5.72
2,001,141
Industrials

Ball Corp

5.57
1,949,686
Consumer Cyclical

Baker Hughes Co Class A

5.34
1,869,700
Energy

Entegris Inc

4.68
1,639,804
Technology