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Cromwell Long Short Investor (MFADX)
20.57
-0.98
(-4.55%)
At close: 8:08:52 AM EDT
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21.55 - YTD Return -1.37%
- Expense Ratio 1.98%
- Category Long-Short Equity
- Last Cap Gain 25.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 85.52M
- Beta (5Y Monthly) 0.45
- Yield 0.96%
- 5y Average Return --
- Holdings Turnover 108.00%
- Last Dividend 0.21
- Inception Date Oct 5, 2012
To achieve the fund’s investment objective, the Sub-Adviser employs a long/short strategy and allocates the fund’s assets by primarily investing in equity securities and exchange-traded funds (ETFs), while also investing in fixed-income securities and other investment companies in proportions consistent with the Sub-Adviser’s evaluation of their expected risks and returns. The fund's equity securities investments may include common and preferred stocks of United States companies of any size.
Cromwell Funds
Fund Family
Long-Short Equity
Fund Category
85.52M
Net Assets
2012-10-05
Inception Date
Performance Overview: MFADX
View MoreTrailing returns as of 4/3/2025. Category is Long-Short Equity.
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Holdings: MFADX
View MoreSector Weightings
SectorMFADX
Technology 30.24%
Financial Services 15.27%
Consumer Cyclical 11.88%
Healthcare 10.76%
Industrials 10.15%
Communication Services 8.69%
Energy 4.21%
Consumer Defensive 4.12%
Basic Materials 1.81%
Utilities 1.64%
Real Estate 1.22%
Recent News: MFADX
View MoreResearch Reports: MFADX
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