Cromwell Tran Sustainable Focus Instl 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.
Cromwell Tran Sustainable Focus Instl LIMIX
- NAV / 1-Day Return 8.19 / +2.25 %
- Total Assets 22.7M
-
Adj. Expense Ratio
1.100%
- Expense Ratio 1.100%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Growth
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 69%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:54 AM GMT+0
Morningstar’s Analysis LIMIX
Will LIMIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LIMIX 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 LIMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
GE Vernova Inc | 6.70 | 1M | Industrials |
Danaher Corp | 5.90 | 1M | Healthcare |
Ferguson Enterprises Inc | 5.76 | 1M | Industrials |
Martin Marietta Materials Inc | 5.31 | 1M | Basic Materials |
Palo Alto Networks Inc | 5.17 | 1M | Technology |
ATI Inc | 5.15 | 1M | Industrials |
International Flavors & Fragrances Inc | 4.50 | 998,433 | Basic Materials |
Talen Energy Corp Ordinary Shares New | 4.47 | 989,613 | Utilities |
ARM Holdings PLC ADR | 4.30 | 953,064 | Technology |
BWX Technologies Inc | 4.09 | 907,322 | Industrials |
United States