CFGIX Mutual Fund

CFGIX Mutual Fund (Cromwell Global Infrastructure Fund Class Institutional) is managed by Cromwell Funds with $52.2M in net assets. CFGIX expense ratio is 1.07%, holding 37 positions across sectors including Utilities, Real Estate, Industrials. Inception date: 2023-01-31.

CFGIX performance shows a YTD return of 11.33%. The 1-year return is 11.30%. CFGIX dividend yield stands at 3.66%, paid annually.

CFGIX top holdings include Sse Plc (4.2%), Equinix, Inc. (4.0%), Infratil Ltd (3.8%), Brookfield Renewable Partners L.P. Limited Partnership Units (3.8%), National Grid Plc (3.7%). Go to all CFGIX holdings, CFGIX sectors, or CFGIX dividends.

CFGIX can be compared against other funds. Use CFGIX overlap to find shared positions, or CFGIX vs another fund for a side-by-side view. CFGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.