Cromwell Long Short Fund Class Institutional MFLDX Strategy

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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 InvestorNo LoadOpen $42.06M1.960%High$2,000−$5.32M
MFLDX
Cromwell Long Short Fund Class InstitutionalInstitutionalOpen $50.12M1.710%Above Average$100,000−$4.00M

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