Cromwell CenterSquare Real Estate FundMRESX
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$87.4M
Expense ratio
1.12%
1-year return
+3.6%
3 years, a year
+7.5%
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 Corporation | 6.06% |
| DLR Digital Realty Trust Inc. | 5.08% |
| VTR Ventas Inc. | 4.35% |
| EXR Extra Space Storage Inc | 3.00% |
| PSA Public Storage | 2.92% |
| BRX Brixmor Property Group Inc | 2.70% |
| CCI Crown Castle Inc. | 2.65% |
More on MRESX.
- MRESX overview
- MRESX holdings
- MRESX risk
- MRESX costs
- MRESX money in and out
- MRESX share classes
- Compare MRESX 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.