The Cromwell Funds provide Financial Advisors access to distinctive, actively managed strategies in a mutual fund format.  Our Funds are sub-advised by nationally renowned asset managers with extensive experience in their respective investment specialities.

Cromwell CenterSquare Real Estate Fund

Summary

The Fund invests in publicly traded real estate securities, providing exposure to a variety of commercial and residential real estate sectors.

Sub-Advisor

CenterSquare Investment Management

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Tickers

Class Ticker
Investor Class MRESX
Institutional Class MRASX

Cromwell Foresight Global Sustainable Infrastructure Fund

Summary

The Fund invests in sustainable companies that own and operate infrastructure assets, targeting attractive risk-adjusted returns.

Sub-Advisor

Foresight Group

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Tickers

Class Ticker
Institutional Class CFGIX

Cromwell Greenspring Mid Cap Fund

Summary

The Fund seeks mid-sized businesses with market-leading franchises and significant free cash flow, trading at attractive valuations.

Sub-Advisor

Corbyn Investment Management

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Tickers

Class Ticker
Institutional Class GRSPX

Cromwell Long Short Fund

Summary

A long and short portfolio with an aim to provide attractive risk-adjusted returns over time.

Sub-Advisor

Mutual of America Capital Management

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Tickers

Class Ticker
Investor Class MFADX
Institutional Class MFLDX

Cromwell Sustainable Balanced Fund

Summary

A flexible equity and bond portfolio focused on achieving outperformance over full market cycles while seeking sustainable companies.

Sub-Advisors

Tran Capital Management
Aristotle Pacific Capital

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Tickers

Class Ticker
Institutional Class CSBIX

Cromwell Tran Sustainable Focus Fund

Summary

A performance-oriented ESG growth strategy, the Fund seeks select high-quality companies purchased at what is considered reasonable prices.

Sub-Advisor

Tran Capital Management

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Tickers

Class Ticker
Investor Class LIMAX
Institutional Class LIMIX