Cromwell Long Short FundMFLDX

MUTUAL FUNDCromwell
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$84.8M
Expense ratio
1.71%
1-year return
+15.5%
3 years, a year
+6.3%
5 years, a year
—
Holdings
164

What it aims to do.

The investment objective of the Cromwell Long Short Fund (the Long Short Fund or the Fund) is capital appreciation.

Top 10 holdings.

Holding% of fund
Dreyfus Treasury Obligations Cash Management18.59%
NVDA NVIDIA Corp.7.63%
GOOGL Alphabet Inc.5.31%
MSFT Microsoft Corp.5.07%
AAPL Apple Inc.4.29%
AMZN Amazon.com, Inc.3.67%
JPM JPMorgan Chase & Co.3.11%
JNJ Johnson & Johnson2.39%
AVGO Broadcom Inc2.39%
V Visa Inc2.10%

More on MFLDX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.