About MRESX
Cromwell CenterSquare Real Estate Fund Investor Class is an open-end mutual fund focused on the real estate sector, primarily investing in high-quality public equity Real Estate Investment Trusts (REITs) and real estate operating companies. The fund seeks a balance of income generation and long-term capital appreciation by allocating at least 80% of its net assets to companies engaged in the ownership, management, construction, or financing of residential, commercial, and industrial real estate. Managed by CenterSquare Investment Management, the fund holds a diversified portfolio of 40-60 holdings, with notable concentrations in sectors like data centers, shopping centers, and healthcare real estate. Top holdings frequently include leading REITs such as American Tower Corporation, Equinix, and Welltower. With over $95 million in assets under management and a quarterly dividend payout policy, the fund plays a significant role in providing investors access to the real estate sector’s income and growth potential through a professionally managed vehicle. Its multi-decade track record and sector expertise make it a recognized choice for those seeking exposure to listed real estate in the U.S. financial markets.
Fund Family Cromwell Funds
Category Real Estate
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MRESX
Share Class Investor Class
Index Dow Jones US Select REIT TR
MRESX had a total return of 7.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.75%.
