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
Class Z MREZX

Cromwell Marketfield L/S Fund

Summary

The Fund takes long and short positions in investments that may derive the most benefit from anticipated macro forces.

Sub-Advisor

Marketfield Asset Management

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Tickers

Class Ticker
Investor Class MFADX
Institutional Class MFLDX
Class C MFCDX

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