Morningstar

Cromwell CenterSquare Real Estate Fund Investor Class MRESX

Morningstar Medalist Rating
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Medalist Rating as of See Cromwell Fund Investment Hub
  • NAV / 1-Day Return $12.46  /  +0.40 %
  • Fund Size $84.6M
  • Adjusted Expense Ratio 1.120%
  • Net Expense Ratio 1.110%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 2.14%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

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 52.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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