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Morningstar

Cromwell Tran Sustainable Focus Instl LIMIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return —  /  —
  • Total Assets 37.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 38%

Morningstar’s Analysis LIMIX

Will LIMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LIMIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LIMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LIMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Cromwell Tran Sustainable Focus Instl's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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