LIMIX – Cromwell Tran Focus Instl Investment Strategy | Morningstar

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Strategy

The investment seeks to provide principal preservation and long-term capital appreciation. The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than $2 billion that have, in the Adviser’s opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LIMAX	Cromwell Tran Focus Investor	No Load	Open			Sep 6, 2007	$10.83M	1.350%	High	$2,000	−$4.46M
LIMIX	Cromwell Tran Focus Instl	Institutional	Open			Sep 6, 2007	$12.04M	1.100%	High	$100,000	−$2.62M

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