Skip to Content
Morningstar

Cromwell Marketfield L/S Inst MFLDX

Morningstar Medalist Rating
Medalist Rating as of | See Cromwell Fund Investment Hub
  • NAV / 1-Day Return 22.94  /  −0.26 %
  • Total Assets 129.0 Mil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.23%
  • Turnover 30%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MFLDX

Will MFLDX outperform in 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.

A strong management team and sound investment process underpin Cromwell Marketfield L/ S Inst's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Bank Money Market Deposit Account

9.56 9.1 Mil
Cash and Equivalents

Caterpillar Inc

5.73 5.5 Mil
Industrials

ConocoPhillips

5.71 5.5 Mil
Energy

Nippon Steel Corp

5.61 5.4 Mil
Basic Materials

Toyota Motor Corp ADR

5.40 5.2 Mil
Consumer Cyclical

Schlumberger Ltd

5.03 4.8 Mil
Energy

Intuitive Surgical Inc

5.02 4.8 Mil
Healthcare

Costco Wholesale Corp

4.87 4.7 Mil
Consumer Defensive

VanEck Gold Miners ETF

4.83 4.6 Mil
—

Deere & Co

4.65 4.4 Mil
Industrials