- What are the top holdings of MRASX?
- Cromwell CenterSquare Real Estate Fund - Institutional Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does MRASX have?
- MRASX holds — positions as reported by the fund's most recent disclosure.
- What sectors does MRASX invest in?
- Cromwell CenterSquare Real Estate Fund - Institutional Class (MRASX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MRASX most exposed to?
- MRASX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MRASX a US-only fund?
- The country allocation card on this page shows MRASX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MRASX invest in?
- This fund commits a significant portion of its capital to companies operating within the real estate sector. Specifically, at least 80% of its net assets, combined with any funds borrowed for investment purposes, will be allocated to the stocks of these real estate-focused enterprises. The Subadvisor has a clear definition for what qualifies a company as "principally engaged" in real estate: it must either generate a minimum of 50% of its revenue or profits from activities such as the ownership, construction, management, financing, or sale of residential, commercial, or industrial properties; or, alternatively, at least half of its total assets must be invested in these property types. It's important to note that this fund is classified as non-diversified.
