Morningstar

Cromwell Long Short Fund Class Investor MFADX

Medalist Rating as of Sep 30, 2026 See Cromwell Fund Investment Hub

Strategy

The investment seeks capital appreciation. To achieve the fund’s investment objective, the Sub-Adviser employs a long/short strategy and allocates the fund’s assets by primarily investing in equity securities and exchange-traded funds (ETFs), while also investing in fixed-income securities and other investment companies in proportions consistent with the Sub-Adviser’s evaluation of their expected risks and returns. The fund's equity securities investments may include common and preferred stocks of United States companies of any size.

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
MFADX	Cromwell Long Short Fund Class Investor	No Load	Open			Oct 5, 2012	$39.72M	1.960%	High	$2,000	−$5.34M
MFLDX	Cromwell Long Short Fund Class Institutional	Institutional	Open			Jul 31, 2007	$47.81M	1.710%	Above Average	$100,000	−$3.71M

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