Nasdaq - Delayed Quote USD

Cromwell Tran Sustainable Focus (LIMIX)

7.52
+0.05
+(0.67%)
At close: 8:06:33 AM EDT
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  • Previous Close 7.47
  • YTD Return -8.76%
  • Expense Ratio 1.10%
  • Category Large Growth
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 24.75M
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.06
  • Inception Date Sep 6, 2007

The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than $2 billion that have, in the Adviser’s opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.

Cromwell Funds

Fund Family

Large Growth

Fund Category

24.75M

Net Assets

2007-09-06

Inception Date

More about Cromwell Tran Sustainable Focus

Performance Overview: LIMIX

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Trailing returns as of 5/21/2025. Category is Large Growth.

YTD Return

LIMIX
8.76%
Category
12.38%
 

1-Year Return

LIMIX
0.26%
Category
41.70%
 

3-Year Return

LIMIX
3.31%
Category
22.56%
 

5-Year Return

LIMIX
8.57%
Category
21.98%
 

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Holdings: LIMIX

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Sector Weightings

SectorLIMIX
Technology   39.52%
Communication Services   11.81%
Healthcare   10.93%
Consumer Cyclical   10.58%
Industrials   7.57%
Utilities   7.52%
Basic Materials   7.46%
Financial Services   3.83%
Consumer Defensive   0.78%
Real Estate   0.00%
Energy   0.00%
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Recent News: LIMIX

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Research Reports: LIMIX

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