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Cromwell Greenspring Mid Cap Fund Institutional Class: (MF: GRSPX)

(NASDAQ Mutual Funds) As of Oct 9, 2026 05:53 PM ET

$28.14 USD

+0.12 (0.43%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 15.21 3
3 months -4.63 99
6 months 4.64 31
1 Year 13.02 30
3 Year 14.27 19
5 Year 8.61 1
10 Year 9.15 8

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 101.38
Bear Market (10/07 - 2/09) -19.59
Bull Market (2/09 - 3/21) 316.07

Load Adjusted Returns as of Aug 31, 2026

1 Year 26.64
5 Year 10.93
10 Year 10.48
Since Inception 9.39

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 6.50 16.00 NA NA
2025 -4.28 8.21 4.21 -1.64
2024 11.61 -3.55 5.77 1.95
2023 2.38 3.43 -3.77 9.86
2022 -2.20 -10.39 -3.18 7.60
2021 9.92 6.87 0.31 7.60

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.206.1616.0811.95-8.7026.823.7820.84-10.137.8319.79
% Total Return Rel to Index 7.56-12.05-8.93-14.299.49-1.85-14.61-10.64-5.73-13.967.86
% Total Return Rel to Peer 11.77-5.247.130.822.6616.71-3.856.53-4.73-3.0114.31
% Perf Quintile vs Peer* 1.005.001.002.002.001.004.002.005.004.001.00
% Dividends 0.000.110.110.200.270.100.320.350.380.420.32
% Yield 0.000.420.410.441.110.371.371.441.731.551.20
Capital Gains ($) 0.002.181.681.371.501.910.211.391.801.921.36
Expense Ratio 0.001.131.041.141.091.071.121.041.010.981.01

* 1 = Top 20%, 5 = Bottom 20%