LIMAX Mutual Fund

LIMAX Mutual Fund

NAV$7.03
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Fund Essentials - as of Jun 30, 2026

Net Assets
$11M
Expense Ratio
1.35%
Dividend Yield (Current)
-
Holdings
34
Inception Date
Sep 6, 2007
Fund Family
Cromwell Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+11.93%
1 Year+8.43%
3 Year+18.42%
5 Year+2.31%
10 Year+11.30%

Asset Allocation

Stocks: 98.10%
Cash: 1.91%
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Top Holdings

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TickerNameWeight
PANWPalo Alto Networks Inc.10.27%
ARMArm Holdings Plc 0.000000008.37%
ATIAti Inc6.52%
GEVGE Vernova Inc. CDR (CAD Hedged)6.44%
DHRDanaher Corporation5.54%
Top 10 Concentration: 60.87%Report Date: Jun 30, 2026
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Dividend Summary

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Frequency
Annually
Latest Distribution
$1.89
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LIMAX Mutual Fund Overview

LIMAX Mutual Fund (Cromwell Tran Sustainable Focus Fund Class A Shares) is managed by Cromwell Funds with $10.8M in net assets. LIMAX expense ratio is 1.35%, holding 34 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2007-09-06.

LIMAX performance shows a YTD return of 11.93%. The 1-year return is 8.43% and the 5-year return is 2.31%.

LIMAX top holdings include Palo Alto Networks Inc. (10.3%), Arm Holdings Plc 0.00000000 (8.4%), Ati Inc (6.5%), GE Vernova Inc. CDR (CAD Hedged) (6.4%), Danaher Corporation (5.5%). 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.