Cromwell Long Short Fund Class Institutional MFLDX Strategy
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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MFADX
| Cromwell Long Short Fund Class Investor | No Load | Open | $42.06M | 1.960% | High | $2,000 | −$5.32M | |||
MFLDX
| Cromwell Long Short Fund Class Institutional | Institutional | Open | $50.12M | 1.710% | Above Average | $100,000 | −$4.00M |