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Cromwell Long Short Fund Class Investor (MFADX)

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22.69 -0.03    -0.13%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Marketfield Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 42.68M
Marketfield A 22.69 -0.03 -0.13%

Cromwell Long Short Fund Class Investor Overview

 
Find basic information about the Cromwell Long Short Fund Class Investor mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add MFADX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US89834E2789)
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Rating
1-Year Change5.97%
Prev. Close22.72
Risk Rating
TTM Yield2.05%
ROE38.73%
IssuerMarketfield Funds
Turnover91%
ROA17.26%
Inception Date41187
Total Assets42.68M
Expenses2.28%
Min. Investment2,000
Market Cap233.49B
CategoryLong - Short Equity
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1057 1026 1071 1152 1489 1400
Fund Return 5.7% 2.61% 7.08% 4.84% 8.29% 3.42%
Place in category 120 96 133 71 56 53
% in Category 84 65 91 56 49 83

Top Equity Funds by Cromwell Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Marketfield I 50.7M 5.90 5.11 3.66

Top Funds for Long-Short Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Neuberger Berman Long Short Instl 6.76B 5.73 4.49 5.72
  AQR Long-Short Equity I 1.91B 21.08 25.32 10.60
  Diamond Hill Long-Short I 1.54B 11.51 6.11 6.41
  AB Select US Long/Short Advisor 1.31B 16.36 7.42 7.44
  Calamos Phineus Long/Short I 946.39M 7.48 3.40 -

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 8.53 408.46 -0.47%
  NVIDIA US67066G1040 7.68 136.05 +0.48%
  Apple US0378331005 4.64 222.01 -0.40%
  Alphabet A US02079K3059 4.47 169.24 -1.20%
  Amazon.com US0231351067 4.18 195.78 -1.09%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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