Cromwell Greenspring Mid Cap Instl

Frequently Asked Questions About GRSPX

What does GRSPX invest in?

The fund primarily invests in equity securities its investment sub-adviser, believes are undervalued at the time of purchase and have the potential to provide capital appreciation, income, or a combination of both. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of mid-sized capitalization U.S. companies (“mid cap companies”) at time of purchase which, for the purposes of the fund, are those companies with market capitalizations similar to the market capitalizations of companies listed in the Russell Midcap® Index or the S&P MidCap 400® Index.

What is the expense ratio of GRSPX?

Cromwell Greenspring Mid Cap Instl (GRSPX) charges an expense ratio of 1.04%. This is the annual fee deducted from fund assets to cover management and operations.

How big is GRSPX?

Cromwell Greenspring Mid Cap Instl (GRSPX) manages $136.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is GRSPX actively managed or an index fund?

GRSPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was GRSPX launched?

Cromwell Greenspring Mid Cap Instl (GRSPX) launched in January 1986 and is managed by the fund issuer.

How has GRSPX performed?

GRSPX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.