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Cromwell Tran Sustainable Focus Instl

Cromwell Tran Sustainable Focus Instl

LIMIX · NMFQS
LIMIX · NMFQS
7.58
USD0.111.47%
Cromwell Tran Sustainable Focus Instl
LIMIX
7.58
USD0.111.47%

Sector weight

Sector
Equity %
Category Average
Industrials
23.43%
7.13%
Technology
21.28%
43.03%
Healthcare
15.24%
9.28%
Consumer Cyclical
11.63%
13.16%
Basic Materials
9.29%
0.96%
Utilities
8.73%
0.59%
Government
8.73%
2.63%
Municipal
8.73%
0.10%
Corporate
8.73%
0.83%
Securitized
8.73%
0.01%
Cash and Equivalents
8.73%
96.42%
Derivative
8.73%
0.00%
Communication Services
3.74%
14.28%
Financial Services
2.76%
8.14%
Real Estate
2.18%
0.64%
Consumer Defensive
1.72%
2.17%
Energy
0.00%
0.62%

World Regions

Region
Equity %
Category Average
North America
99.40%
96.74%
Latin America
0.25%
0.38%
Europe Developed
0.15%
1.04%
Asia Emerging
0.14%
0.21%
United Kingdom
0.07%
0.32%
Japan
0.00%
0.09%
Australasia
0.00%
0.00%
Asia Developed
0.00%
1.21%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.02%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
63.22K USD
667.26K USD
591.21K USD
Medium
50.75%
15.83%
19.57%
Large
25.95%
15.18%
19.60%
Giant
10.27%
63.53%
60.23%
Small
8.19%
2.69%
0.59%
Micro
0.00%
0.06%
0.00%

Valuation and Growth

Growth Rates
LIMIX.US
Category Average
Price/Prospective Earnings
24.29%
25.76%
Price/Cash Flow
14.66%
14.56%
Price/Book
3.96%
7.19%
Price/Sales
2.85%
5.25%
Dividend Yield
0.46%
0.54%
Valuation Rates
LIMIX.US
Category Average
Historical Earnings
22.30%
21.31%
Long-Term Earnings
14.12%
14.08%
Cash-Flow Growth
11.90%
20.50%
Book-Value Growth
7.84%
15.84%
Sales Growth
-2.45%
11.20%

FAQs

What is the LIMIX fund?

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