Morningstar

Cromwell CenterSquare Real Estate Fund Investor Class MRESX

Morningstar Medalist Rating
Medalist Rating as of | See Cromwell Fund Investment Hub
  • NAV / 1-Day Return 13.32  /  −0.45 %
  • Total Assets 96.7M
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.110%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.98%
  • Turnover 31%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:51 AM GMT+0

Morningstar’s Analysis MRESX

Will MRESX 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 MRESX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MRESX 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 MRESX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cromwell CenterSquare Real Estate Inv 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.

by Morningstar Automated Analysis
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Portfolio Holdings MRESX

More MRESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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