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 Information Technology, Materials, 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 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.