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Cromwell Tran Focus Fund - Institutional Class: (MF: LIMIX)

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

$7.20 USD

-0.02 (-0.28%)

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 3.62 36
3 months 2.28 43
6 months 1.32 73
1 Year 12.54 59
3 Year 14.01 67
5 Year 4.43 85
10 Year 11.16 76

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -44.24
Bull Market (2/09 - 3/21) 654.31

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.48
5 Year 4.90
10 Year 9.98
Since Inception 8.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.50 15.91 4.37 -2.90
2024 8.91 0.68 5.42 -0.13
2023 4.86 8.75 -4.76 16.03
2022 -11.39 -19.90 -10.64 2.30
2021 5.68 9.47 3.44 4.65

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.627.4815.4426.03-35.1225.2529.5541.75-9.5920.861.59
% Total Return Rel to Index -1.31-10.73-9.57-0.21-16.91-3.4311.1410.26-5.19-0.93-10.34
% Total Return Rel to Peer -1.39-5.22-3.953.03-15.423.199.6313.32-2.720.18-6.22
% 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 0.001.100.930.850.850.850.850.850.890.990.99

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