About GRSPX
The Cromwell Greenspring Mid Cap Fund Institutional Class is a mutual fund that targets long-term capital appreciation by investing primarily in equity securities of mid-sized U.S. companies. Emphasizing a mid-cap blend strategy, the fund typically allocates at least 80% of its assets to stocks within the mid-cap segment, selecting companies believed to be undervalued by its sub-adviser. This approach aims to capture growth potential while maintaining diversification across sectors such as industrials, consumer defensive, financial services, basic materials, energy, and communication services, as demonstrated by its top holdings like Republic Services, EMCOR Group, and KBR.
The fund holds around 55 positions, with over half of its assets concentrated in its top ten holdings. Managed with an annual expense ratio of 1.04%, the institutional class suits larger investors and institutions, reflected by its higher minimum investment threshold. Established in 1986, the fund has a long market presence and has recently shifted focus entirely to equities after previously holding fixed income securities as a component. Its role in the market is to provide access to a diversified basket of U.S. mid-cap stocks with a blend of growth and value characteristics, appealing to investors seeking moderate risk and long-term growth within the broader equity landscape.
Fund Family Cromwell Funds
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol GRSPX
Share Class Institutional Class
Index Russell MidCap TR
GRSPX had a total return of 11.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.64%.
