Cromwell Marketfield L/S Investor (MFADX)
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Cromwell Marketfield L/S Investor
Milwaukee, Wisconsin 53202
615 East Michigan Street
Trust For Professional Managers
Management Information
Michael C. Aronstein,Lead Manager since July 30, 2007
Michael C. Aronstein is President, Chief Investment Officer and a co-founding partner of Marketfield Asset Management, LLC (and its predecessor firm, which was created in 2007). Mr. Aronstein began his investment career in 1979 at Merrill Lynch, eventually becoming Manager of Global Investment Strategy before departing in 1987 to join Comstock Partners. Mr. Aronstein was the President of Comstock Partners for six years. In 1993, Mr. Aronstein founded West Course Capital, a discretionary commodity management firm. From 2001 to 2004, Mr. Aronstein was Chief Investment Strategist for Preservation Group, a provider of independent macroeconomic and strategic research to professional investors. In 2004, he joined Oscar Gruss & Son Incorporated and served as Chief Investment Strategist until 2012. Mr. Aronstein graduated from Yale College with a Bachelor of Arts in 1974.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLong-Short Equity
Fund FamilyCromwell Funds
Net Assets127.49M
YTD Return3.75%
Yield2.09%
Morningstar Rating★★★
Inception DateJul 30, 2007
Fund Operations
Last Dividend0.47
Last Cap Gain25.00
Holdings Turnover30.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMFADXCategory Average
Annual Report Expense Ratio (net)2.42%1.92%
Prospectus Net Expense Ratio2.42%N/A
Prospectus Gross Expense Ratio2.64%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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