Cromwell CenterSquare Real Estate Fund Investor Class (MRESX)

Overview

The fund operates primarily within the real estate sector, focusing its investment strategy on companies that are significantly involved in various aspects of real estate. By dedicating at least 80% of its net assets plus any borrowed funds for investment purposes to stocks of such companies, the fund seeks to capitalize on the dynamics of the real estate market. Its investment target includes companies across the spectrum of the real estate industry, including residential, commercial, and industrial real estate operations.

Products and Services

• Investment in Real Estate Stocks

  This service focuses on investing in the equity of companies deeply entrenched in the real estate sector. The targeted companies are those that earn a significant portion of their revenues or profits from activities such as property ownership, development, management, financing, or sales. This approach allows investors to diversify their portfolios by tapping into the real estate industry's potential for growth and profitability.

• Non-Diversified Fund Structure

  The fund is characterized as non-diversified, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund. This approach can lead to higher volatility and risk, as the fund's performance may be more closely tied to the performance of a limited number of investments. However, it also offers the potential for higher returns by allowing the fund to concentrate on investments that the Subadvisor believes have the best potential for growth.