LIMAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Cromwell Tran Sustainable Focus Investor (LIMAX) Ownership - Who owns Cromwell Tran Sustainable Focus Investor?

The investment seeks to provide principal preservation and long-term capital appreciation... Show more

Category: #Large Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

LIMAX

Net Assets

25.5M

Fund Existence

over 17 years

Turnover

42.00

Total Expense Ratio

1.35

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.87

Assets in Top Ten Holdings

17.1M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

13.2M

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

30.00

Number of Net Holdings

30.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

59.49%

Gain YTD

-7.759

Annual Yield % from dividends

0.00

Returns for 1 year

-1.38

Returns for 3 years

-13.48

Returns for 5 years

12.83

Returns for 10 years

-54.92

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General Information

Category LargeGrowth

Profile

Fundamentals

Details