MFCDX Mutual Fund

NAV$19.83

Fund Essentials

Net Assets
$771,433.99
Expense Ratio
3.06%
Dividend Yield (Current)
-
Holdings
164
Inception Date
Oct 5, 2012
Fund Family
Cromwell Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-4.57%
1 Year-1.60%
3 Year+5.19%
5 Year+6.22%
10 Year+0.91%

Asset Allocation

Stocks: 81.66%
Cash: 18.58%

Price Chart (6M)

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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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MFCDX Mutual Fund Overview

MFCDX Mutual Fund (Cromwell Marketfield L/S Fund Class C) is managed by Cromwell Funds with $771,433.99 in net assets. MFCDX expense ratio is 3.06%, holding 164 positions across various sectors. Inception date: 2012-10-05.

MFCDX performance shows a YTD return of -4.57%. The 1-year return is -1.60% and the 5-year return is 6.22%.

MFCDX top holdings include a diversified portfolio. View all MFCDX holdings, sector breakdown, or dividend history.

MFCDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MFCDX alternatives are available via the screener, along with tax-loss harvesting opportunities.