MRESX Mutual Fund

MRESX Mutual Fund (Cromwell CenterSquare Real Estate Fund Investor Class) is managed by Cromwell Funds with $53.1M in net assets. MRESX expense ratio is 1.12%, holding 59 positions across sectors including Real Estate, Industrials, Materials. Inception date: 1997-12-31.

MRESX performance shows a YTD return of 18.23%. The 1-year return is 20.12% and the 5-year return is 3.56%. MRESX dividend yield stands at 1.93%, paid quarterly.

MRESX top holdings include Welltower, Inc. (9.3%), Equinix Inc. Real Estate Investment Trust (7.9%), Prologis Inc (7.2%), American Tower Corporation (6.1%), Digital Realty Trust Inc. (5.1%). Go to all MRESX holdings, MRESX sectors, or MRESX dividends.

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