LIMAX Mutual Fund

LIMAX Mutual Fund (Cromwell Tran Sustainable Focus Fund Class A Shares) is managed by Cromwell Funds with $13.7M in net assets. LIMAX expense ratio is 1.35%, holding 30 positions across sectors including Materials, Information Technology, Industrials. Inception date: 2007-09-06.

LIMAX performance shows a YTD return of 8.61%. The 1-year return is 7.00% and the 5-year return is 2.97%. LIMAX dividend yield stands at 12.76%, paid annually.

LIMAX top holdings include GE Vernova Inc. CDR (CAD Hedged) (6.7%), Danaher Corporation (5.9%), Ferguson Enterprises (5.8%), Martin Marietta Materials Inc. (5.3%), Palo Alto Networks Inc. (5.2%). Go to all LIMAX holdings, LIMAX sectors, or LIMAX dividends.

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