D
Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class CFGIX
NASDAQ
Recommendation
NAV
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Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
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Reward
Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
100
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Automatic Investment Plan, Phone Exchange, Wire Redemption, Retirement Investment
Performance
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Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
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5-Year Total Return
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Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Cromwell Funds
Manager/Tenure
(Years)
Eric Bright (2), Nick Scullion (2)
Website
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Address
Cromwell Funds
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Country
United States
Phone Number
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Investment Strategy
The investment seeks to achieve capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of sustainable infrastructure companies. The fund will invest directly in the shares of companies, ETFs or units of master limited partnerships that, in each case, invest in infrastructure companies and are publicly-traded (listed) on stock exchanges in developed markets, meaning North America, Western Europe and Asia Pacific (specifically Australia, New Zealand, Singapore, Japan, Hong Kong); and that own and operate real infrastructure or sustainable assets anywhere in the world. The fund is non-diversified.