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Nasdaq - Delayed Quote USD

Cromwell Foresight Glbl Sust InfrasInstl (CFGIX)

18.17
+0.15
+(0.83%)
At close: 8:00:17 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
250
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
--

Broker Availability

  • Commonwealth Universe
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of sustainable infrastructure companies. The fund will invest directly in the shares of companies, ETFs or units of master limited partnerships that, in each case, invest in infrastructure companies and are publicly-traded (listed) on stock exchanges in developed markets, meaning North America, Western Europe and Asia Pacific (specifically Australia, New Zealand, Singapore, Japan, Hong Kong); and that own and operate real infrastructure or sustainable assets anywhere in the world. The fund is non-diversified.

Fund Overview

Category Infrastructure
Fund Family Cromwell Funds
Net Assets 45.4M
YTD Return 3.49%
Yield 3.26%
Morningstar Rating --
Inception Date Jan 31, 2023

Performance & Risk

YTD Return 8.53%
5y Average Return 0.00%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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