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Cromwell Tran Focus Fund - Investor Class: (MF: LIMAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:14 PM ET

$6.35 USD

-0.02 (-0.31%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.65 36
3 months 2.28 44
6 months 1.21 73
1 Year 12.38 60
3 Year 13.73 68
5 Year 4.17 86
10 Year 10.90 79

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.55
Bull Market (2/09 - 3/21) 622.90

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.32
5 Year 4.63
10 Year 9.71
Since Inception 8.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.47 15.85 4.33 -2.98
2024 8.91 0.60 5.27 -0.29
2023 4.77 8.71 -4.91 16.09
2022 -11.49 -19.89 -10.64 2.14
2021 5.61 9.36 3.38 4.58

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.657.3215.0025.72-35.2824.8929.3141.32-9.8320.511.46
% Total Return Rel to Index -1.45-10.89-10.01-0.52-17.08-3.7910.919.83-5.43-1.27-10.47
% Total Return Rel to Peer -1.52-5.38-4.382.72-15.582.839.3912.90-2.97-0.15-6.35
% Perf Quintile vs Peer* 4.004.000.002.005.003.002.001.004.003.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.910.010.000.601.891.161.231.642.292.44
Expense Ratio 0.001.351.181.101.101.101.101.101.141.241.24

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