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Cromwell Long Short Institutional (MFLDX)

28.93 -0.13 (-0.45%)
At close: 8:07:13 PM EST
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  • Previous Close 29.06
  • YTD Return 9.93%
  • Expense Ratio 1.71%
  • Category --
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 91.82M
  • Beta (5Y Monthly) 0.58
  • Yield 0.02%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.01
  • 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

--

Fund Category

91.82M

Net Assets

2007-07-31

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026.

YTD Return

MFLDX
9.93%
Category
0.00%

1-Year Return

MFLDX
12.32%
Category
0.00%

3-Year Return

MFLDX
11.52%
Category
0.00%

5-Year Return

MFLDX
8.46%
Category
0.00%

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