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 Balanced Fund
Summary
A flexible equity and bond portfolio focused on achieving outperformance over full market cycles, providing an easy-to-implement solution for Advisors.
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 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 Infrastructure Fund
Summary
The Fund invests in companies that own and operate global 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 Tran Focus Fund
Summary
A performance-oriented 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 |