Nasdaq - Delayed Quote USD
Cromwell Foresight Glbl Sust InfrasInstl (CFGIX)
18.17
+0.15
+(0.83%)
At close: 8:00:17 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | -- |
| Best 1Y Total Return | -5.55% |
| Worst 1Y Total Return | -- |
| Number of Years Up | -- |
| Number of Years Down | 1 |
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 | -- |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CFGIX | Category Average | CFGIX | Category Average | CFGIX | Category Average | |
| Alpha | -- | -0.03 | -- | -0.04 | -- | 0.01 |
| BETA | -- | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | -- | 0.01 | -- | 0.01 | -- | 0.01 |
| R-squared | -- | 0.75 | -- | 0.66 | -- | 0.64 |
| Standard Deviation | -- | 0.17 | -- | 0.13 | -- | 0.12 |
| Sharpe Ratio | -- | 0.01 | -- | 0 | -- | 0.01 |
| Treynor Ratio | -- | 0.1 | -- | 0.08 | -- | 0.11 |
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