LIMIX Mutual Fund

LIMIX Mutual Fund (Cromwell Tran Sustainable Focus Fund Class I Shares) is managed by Cromwell Funds with $13.1M in net assets. LIMIX expense ratio is 1.10%, holding 30 positions across sectors including Materials, Information Technology, Industrials. Inception date: 2007-09-06.

LIMIX performance shows a YTD return of 8.67%. The 1-year return is 7.24% and the 5-year return is 3.22%. LIMIX dividend yield stands at 11.26%, paid annually.

LIMIX 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 LIMIX holdings, LIMIX sectors, or LIMIX dividends.

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