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Key statistics Previous close 7.50
Open —
Day range —
52-week range 6.10 7.90
Off day high 0.00%
Off 52-week high −6.58%
Volume —
Avg. volume (3M) 0.00
Net assets 22.74M
Expense ratio 1.35%
Yield 0.00%
YTD return +12.33%
50-day average 7.50
200-day average 7.03
No recent coverage in the 4Search index.
From articles in the 4Search news index.
The fund normally invests in the common stocks of approximately 15 to 25 mid- and large-cap companies with market capitalizations greater than $2 billion that have, in the Adviser’s opinion, a competitive advantage. The Sub-Adviser uses an intensive fundamental due diligence research process to attempt to identify companies with owner-oriented management teams that, in the view of the Sub-Adviser, generate consistently high returns on capital. It is non-diversified.
Fund family Cromwell Funds
Category Mid-Cap Growth
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A day counts when it ranked in the top 25 of a list. Tracked since Oct 10, 2026.
Market data is provided for information only and comes from free public sources. Prices may be delayed up to 15 minutes; data may be incomplete or inaccurate. Nothing on this page is investment advice or a recommendation to buy or sell any security. News and coverage analytics are drawn from the 4Conservative index. Terms of use .