WebSep 6, 2007 · The Cromwell Tran Sustainable Focus Fund is a high-conviction, performance-oriented concentrated equity portfolio comprised of 15-25 holdings. ... However, a mutual fund investor’s risk is limited to the amount invested in a fund. Investments in absolute return strategies are not intended to outperform stocks and … WebTenure. Tenure Rank. Nov 30, 2006. 15.51. 15.5%. Mr. Rothman serves as Portfolio Manager for CenterSquare Investment Management’s real estate securities group. He joined the firm in 2006, and is responsible for market research, sector allocations, research, and financial modeling across the real estate securities universe.
Cromwell Investment Advisory Review 2024 investor.com
WebFeb 28, 2024 · Mutual Funds » Cromwell Tran Sustainable Focus Instl Transaction Fee/Load 1 See Fund Picks from Fidelity ® for no transaction fee alternatives Prospectus More Morningstar ® Snapshot* AS OF 2/28/2024; Morningstar Category: Large Growth *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High … WebFeb 28, 2024 · *97.86% Fund Assets Covered Invest in companies with market values greater than $10 billion. These funds invest in a combination of growth and value-oriented stocks. Asset Allocation 3 AS OF 12/31/2024; Morningstar Category: Large Growth 0 LIMIX 100% Fund Category Average Domestic Stock 93.88% 93.06% Others 0.00% 0.76% … books for black boys
Cromwell Foresight Glbl Sust InfrasInstl (CFGIX)
WebFeb 28, 2024 · Cromwell Marketfield L/s Fund - Institutional Class: (MF: MFLDX) (NASDAQ Mutual Funds) As of Mar 22, 2024 08:00 PM ET Add to portfolio $22.14 USD -0.01 (-0.05%) Zacks MF Rank 3-Hold 3 View... WebThe fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks of companies principally engaged in the real estate industry. WebFeb 28, 2024 · Fund Analysis Performance Sustainability Risk Price Portfolio People Parent NAV / 1-Day Return 22.27 / 0.77 % Total Assets 158.5 Mil Adj. Expense Ratio 2.250% … books for binge eating disorder recovery