Nasdaq - Delayed Quote USD

Cromwell Long Short Institutional (MFLDX)

22.84
+0.06
+(0.26%)
As of 8:09:19 AM EDT. Market Open.
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  • Previous Close 22.78
  • YTD Return -2.08%
  • Expense Ratio 1.91%
  • Category Long-Short Equity
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 83.7M
  • Beta (5Y Monthly) 0.46
  • Yield 1.23%
  • 5y Average Return --
  • Holdings Turnover 108.00%
  • Last Dividend 0.28
  • Inception Date Jul 31, 2007

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

83.7M

Net Assets

2007-07-31

Inception Date

Performance Overview: MFLDX

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Trailing returns as of 5/6/2025. Category is Long-Short Equity.

YTD Return

MFLDX
2.08%
Category
9.18%
 

1-Year Return

MFLDX
0.18%
Category
22.90%
 

3-Year Return

MFLDX
1.38%
Category
7.45%
 

5-Year Return

MFLDX
8.38%
Category
7.00%
 

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Holdings: MFLDX

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Sector Weightings

SectorMFLDX
Technology   30.24%
Healthcare   10.76%
Industrials   10.15%
Energy   4.21%
Utilities   1.64%
Real Estate   1.22%

Recent News: MFLDX

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Research Reports: MFLDX

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