Morningstar

Cromwell Long Short Fund Class Investor MFADX

Morningstar Medalist Rating
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Medalist Rating as of See Cromwell Fund Investment Hub
  • NAV / 1-Day Return $28.50  /  −0.38 %
  • Fund Size $89.6M
  • Adjusted Expense Ratio 1.960%
  • Net Expense Ratio 2.110%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.02%
  • Turnover Ratio 18%
NAV and 1-Day Return as of

Morningstar’s Analysis MFADX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cromwell Long Short 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 MFADX

More MFADX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.7
Top 10 Holdings
% Portfolio Weight
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