The Cromwell Funds provide Financial Advisors access to distinctive, actively managed strategies in a mutual fund format. Our Funds are sub-advised by nationally renowned asset managers with extensive experience in their respective investment specialities.
Cromwell CenterSquare Real Estate Fund
Summary
The Fund invests in publicly traded real estate securities, providing exposure to a variety of commercial and residential real estate sectors.
Sub-Advisor
CenterSquare Investment Management
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Tickers
| Class | Ticker |
|---|---|
| Investor Class | MRESX |
| Institutional Class | MRASX |
Literature
| Document | Download |
|---|---|
| Fact Sheet | |
| Commentary | |
| Investment Idea | |
| Strategy Profile | |
| Prospectus |
Cromwell Foresight Global Sustainable Infrastructure Fund
Summary
The Fund invests in sustainable companies that own and operate infrastructure assets, targeting attractive risk-adjusted returns.
Sub-Advisor
Foresight Group
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Tickers
| Class | Ticker |
|---|---|
| Institutional Class | CFGIX |
Literature
| Document | Download |
|---|---|
| Fact Sheet | |
| Commentary | |
| Investment Idea | |
| Strategy Profile | |
| Prospectus |
Cromwell Greenspring Mid Cap Fund
Summary
The Fund seeks mid-sized businesses with market-leading franchises and significant free cash flow, trading at attractive valuations.
Sub-Advisor
Corbyn Investment Management
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Tickers
| Class | Ticker |
|---|---|
| Institutional Class | GRSPX |
Literature
| Document | Download |
|---|---|
| Fact Sheet | |
| Commentary | |
| Investment Idea | |
| Strategy Profile | |
| Prospectus |
Cromwell Long Short Fund
Summary
A long and short portfolio with an aim to provide attractive risk-adjusted returns over time.
Sub-Advisor
Mutual of America Capital Management
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Tickers
| Class | Ticker |
|---|---|
| Investor Class | MFADX |
| Institutional Class | MFLDX |
Literature
| Document | Download |
|---|---|
| Fact Sheet | |
| Commentary | |
| Investment Idea | |
| Strategy Profile | |
| Prospectus |
Cromwell Sustainable Balanced Fund
Summary
A flexible equity and bond portfolio focused on achieving outperformance over full market cycles while seeking sustainable companies.
Sub-Advisors
Tran Capital Management
Aristotle Pacific Capital
Aristotle Pacific Capital
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Tickers
| Class | Ticker |
|---|---|
| Institutional Class | CSBIX |
Literature
| Document | Download |
|---|---|
| Fact Sheet | |
| Commentary | |
| Investment Idea | |
| Strategy Profile | |
| Prospectus |
Cromwell Tran Sustainable Focus Fund
Summary
A performance-oriented ESG growth strategy, the Fund seeks select high-quality companies purchased at what is considered reasonable prices.
Sub-Advisor
Tran Capital Management
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Tickers
| Class | Ticker |
|---|---|
| Investor Class | LIMAX |
| Institutional Class | LIMIX |
Literature
| Document | Download |
|---|---|
| Fact Sheet | |
| Commentary | |
| Investment Idea | |
| Strategy Profile | |
| Prospectus |