MFCDX Mutual Fund

MFCDX Mutual Fund

NAV$19.83
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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: 85.20%
Cash: 15.07%
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Peer Comparison

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

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. Go to all MFCDX holdings, MFCDX sectors, or MFCDX dividends.

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