Cromwell CenterSquare Real Estate Inst holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Cromwell CenterSquare Real Estate Fund Institutional Class MRASX
- NAV / 1-Day Return 13.17 / +0.92 %
- Total Assets 96.1M
-
Adj. Expense Ratio
1.020%
- Expense Ratio 1.010%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.06%
- Turnover 31%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:54 AM GMT+0
Morningstar’s Analysis MRASX
Will MRASX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MRASX 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 MRASX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Welltower Inc | 9.35 | 8M | Real Estate |
Equinix Inc | 7.93 | 7M | Real Estate |
Prologis Inc | 7.19 | 6M | Real Estate |
American Tower Corp | 6.07 | 5M | Real Estate |
Digital Realty Trust Inc | 5.09 | 4M | Real Estate |
Ventas Inc | 4.36 | 4M | Real Estate |
Extra Space Storage Inc | 3.00 | 3M | Real Estate |
Public Storage | 2.92 | 3M | Real Estate |
Brixmor Property Group Inc | 2.70 | 2M | Real Estate |
Crown Castle Inc | 2.65 | 2M | Real Estate |
United States