Morningstar

Cromwell Long Short Fund Class Institutional MFLDX

Morningstar Medalist Rating
Medalist Rating as of | See Cromwell Fund Investment Hub
  • NAV / 1-Day Return 29.39  /  +0.34 %
  • Total Assets 92.6M
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.02%
  • Turnover 18%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:45 AM GMT+0

Morningstar’s Analysis MFLDX

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

  • People Pillar

    The People Pillar is our evaluation of the MFLDX 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 MFLDX’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 Institutional 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MFLDX

More MFLDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Treasury Obligations Csh Mgt Ins

18.58 16M
Cash and Equivalents

NVIDIA Corp

7.63 6M
Technology

Alphabet Inc Class A

5.31 5M
Communication Services

Microsoft Corp

5.07 4M
Technology

Apple Inc

4.29 4M
Technology

Amazon.com Inc

3.67 3M
Consumer Cyclical

JPMorgan Chase & Co

3.11 3M
Financial Services

Johnson & Johnson

2.39 2M
Healthcare

Broadcom Inc

2.39 2M
Technology

Visa Inc Class A

2.10 2M
Financial Services

Sponsor Center