MREZX Mutual Fund
NAV$10.37
AUM$7M
TER0.77%
Holdings59
MREZX Mutual Fund
NAV$10.37
Cromwell CenterSquare Real Estate Fund Class Z
AUM$7M
TER0.77%
Holdings59
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MREZX Mutual Fund Overview
MREZX Mutual Fund (Cromwell CenterSquare Real Estate Fund Class Z) is managed by Cromwell Funds with $7.0M in net assets. MREZX expense ratio is 0.77%, holding 59 positions across various sectors. Inception date: 2017-02-24.
MREZX performance shows a YTD return of 3.54%. The 1-year return is -12.48% and the 5-year return is 6.86%. MREZX dividend yield stands at 1.96%, paid quarterly.
MREZX top holdings include a diversified portfolio. View all MREZX holdings, sector breakdown, or dividend history.
MREZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MREZX alternatives are available via the screener, along with tax-loss harvesting opportunities.