Cromwell CenterSquare Real Estate FundMRASX

MUTUAL FUNDCromwell
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$87.4M
Expense ratio
1.02%
1-year return
+3.8%
3 years, a year
+7.6%
5 years, a year
—
Holdings
59

What it aims to do.

The Cromwell CenterSquare Real Estate Funds (the CenterSquare Fund or the Fund) investment objective is to achieve a combination of income and long-term capital appreciation .

Top 10 holdings.

Holding% of fund
WELL Welltower Inc.9.34%
EQIX Equinix, Inc.7.92%
PLD Prologis Inc.7.18%
AMT American Tower Corporation6.06%
DLR Digital Realty Trust Inc.5.08%
VTR Ventas Inc.4.35%
EXR Extra Space Storage Inc3.00%
PSA Public Storage2.92%
BRX Brixmor Property Group Inc2.70%
CCI Crown Castle Inc.2.65%

More on MRASX.

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