Nasdaq - Delayed Quote USD

Cromwell Long Short Institutional (MFLDX)

22.84
+0.06
+(0.26%)
At close: 8:09:19 AM EDT

Investment Information

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

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Ameriprise Brokerage
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • CommonWealth Core
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Fidelity Advisor 401(k) I Shares
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Northwestern Mutual Investment Services, Llc
  • ADP Access Open Fund Architecture
  • RBC Wealth Management-Wrap Eligible
  • Securities America Inc.
  • Nationwide Retirement Flexible Advantage
  • Fidelity Advisor 401(k) A Shares
  • NM WMC
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Fidelity Advisor 401(k) C Shares
  • Fidelity Advisor 401(k) M Shares
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Nylife Securities LLC
  • NYLIFE Securities Mutual Fund Advantage Available

Fund Summary

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.

Fund Overview

Category Long-Short Equity
Fund Family Cromwell Funds
Net Assets 83.7M
YTD Return -2.08%
Yield 1.23%
Morningstar Rating
Inception Date Jul 31, 2007

Performance & Risk

YTD Return -1.09%
5y Average Return 8.66%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.46
Morningstar Risk Rating

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