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Cromwell Marketfield Long Short Fund (MFADX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
21.84+0.17 (+0.78%)
At close: 06:46PM EDT

Cromwell Marketfield Long Short Fund

Milwaukee, Wisconsin 53202

615 East Michigan Street

Trust For Professional Managers

Management Information
,Lead Manager since April 7, 2016
Michael Shaoul, Ph.D. is Chairman, Chief Executive Officer and a co-founding partner of Marketfield Asset Management LLC (and its predecesor firm, which was created in 2007). In 1996 Mr. Shaoul joined Oscar Gruss & Son Incorporated. He became its Chief Executive Officer in 2001 and held this position until 2014. He is Treasurer of American Friends of Tel Aviv University and a member of the Board of North American Friends of Manchester University. He was awarded a Ph.D. in Accounting and Finance from the University of Manchester (UK) in 1992.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLong-Short Equity
Fund FamilyCromwell Funds
Net Assets157.6M
YTD Return-2.08%
Morningstar Rating★★★
Inception DateOct 4, 2012

Fund Operations

Last Dividend0.10
Last Cap Gain30.00
Holdings Turnover26.00%
Average for CategoryN/A

Fees & Expenses

ExpenseMFADXCategory Average
Annual Report Expense Ratio (net)2.49%1.92%
Prospectus Net Expense Ratio2.49%N/A
Prospectus Gross Expense Ratio2.63%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A