Morningstar

Cromwell Long Short Fund Class Institutional MFLDX

Morningstar Medalist Rating
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Medalist Rating as of See Cromwell Fund Investment Hub
  • NAV / 1-Day Return$28.70  /  +0.14%
  • Fund Size$85.6M
  • Adjusted Expense Ratio1.710%
  • Net Expense Ratio1.860%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryLong-Short Equity
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.02%
  • Turnover Ratio18%
NAV and 1-Day Return as of

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
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Portfolio Holdings MFLDX

More MFLDX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings40.7
Top 10 Holdings
% Portfolio Weight
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