Cromwell Fund Funds List | Morningstar

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Cromwell Fund Funds List

Share Class Type

1 to 9 of 9 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Cromwell CenterSquare Real Estate Inst	MRASX	Real Estate			14.27%	19	1.020%	Above Average	Institutional	$100,000
Cromwell CenterSquare Real Estate Inv	MRESX	Real Estate			14.07%	20	1.120%	Average	No Load	$2,000
Cromwell Greenspring Mid Cap Instl	GRSPX	Mid-Cap Blend			13.17%	49	1.160%	High	Institutional	$2,500
Cromwell Long Short Institutional	MFLDX	Long-Short Equity			5.40%	76	1.730%	Above Average	Institutional	$100,000
Cromwell Long Short Investor	MFADX	Long-Short Equity			5.23%	78	1.980%	Above Average	No Load	$2,000
Cromwell Tran Sustainable Focus Instl	LIMIX	Large Growth			14.26%	90	1.100%	High	Institutional	$100,000
Cromwell Tran Sustainable Focus Investor	LIMAX	Large Growth			14.03%	91	1.350%	High	No Load	$2,000
Cromwell Foresight Glbl Sust InfrasInstl	CFGIX	Infrastructure	—		7.69%	91	1.070%	Above Average	Institutional	$100,000
Cromwell Sustainable Balanced Inst	CSBIX	Moderate Allocation	—		12.00%	49	1.100%	High	Institutional	$100,000

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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