Cromwell Tran Focus FundLIMIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$22.1M
Expense ratio
1.10%
1-year return
+13.2%
3 years, a year
+12.8%
5 years, a year
—
Holdings
30
What it aims to do.
The investment objective of the Cromwell Tran Focus Fund (the Tran Fund or the Fund) is to provide principal preservation and long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GEV GE Vernova Inc. | 6.71% |
| DHR Danaher Corporation | 5.91% |
| FERG Ferguson Enterprises Inc | 5.77% |
| MLM Martin Marietta Materials Inc | 5.33% |
| PANW Palo Alto Networks Inc | 5.18% |
| ATI ATI Inc | 5.16% |
| IFF International Flavors & Fragrances Inc. | 4.51% |
| TLN Talen Energy Corp | 4.47% |
| ARM Arm Holdings PLC | 4.31% |
| BWXT BWX Technologies Inc. | 4.10% |
More on LIMIX.
- LIMIX overview
- LIMIX holdings
- LIMIX risk
- LIMIX costs
- LIMIX money in and out
- LIMIX share classes
- Compare LIMIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.