About LIMAX
Cromwell Tran Sustainable Focus Investor is an actively managed mutual fund that concentrates on mid- and large-cap U.S. equities. The fund is designed to offer a focused, high-conviction portfolio, typically holding between 15 and 25 stocks, with a strong emphasis on long-term growth potential and competitive advantages. The management team uses intensive fundamental research to identify high-quality companies with robust management and consistent returns on capital. Investments are selected based on a disciplined valuation approach, seeking growth at what the managers believe to be reasonable prices. Sector exposure is diversified, with significant allocations to technology, consumer cyclical, utilities, healthcare, communication services, and industrials. The fund’s top holdings regularly include prominent names such as Microsoft, Amazon, NVIDIA, and Meta Platforms, reflecting its focus on industry leaders poised for expansion. Within the broader financial market, Cromwell Tran Sustainable Focus Investor serves as a concentrated growth strategy, complementing core equity allocations for investors seeking targeted participation in high-growth segments of the market.
Fund Family Cromwell Funds
Category Mid-Cap Growth
Performance Rating Low
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LIMAX
Share Class Investor Class
Index S&P 500 TR
LIMAX had a total return of 8.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.54%.
