Cromwell Marketfield Long Short Fund Class C (MFCDX)
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Cromwell Marketfield Long Short Fund Class C
Milwaukee, Wisconsin 53202
615 East Michigan Street
Trust For Professional Managers
Management Information
,Lead Manager since April 7, 2016
Michael Shaoul, Ph.D. is Chairman, Chief Executive Officer and a co-founding partner of Marketfield Asset Management LLC (and its predecesor firm, which was created in 2007). In 1996 Mr. Shaoul joined Oscar Gruss & Son Incorporated. He became its Chief Executive Officer in 2001 and held this position until 2014. He is Treasurer of American Friends of Tel Aviv University and a member of the Board of North American Friends of Manchester University. He was awarded a Ph.D. in Accounting and Finance from the University of Manchester (UK) in 1992.
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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 Assets139.94M
YTD Return-3.93%
Yield0.00%
Morningstar Rating★★★
Inception DateJul 30, 2007
Fund Operations
Last Dividend0.00
Last Cap Gain23.00
Holdings Turnover40.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMFCDXCategory Average
Annual Report Expense Ratio (net)2.06%1.92%
Prospectus Net Expense Ratio2.06%N/A
Prospectus Gross Expense Ratio2.25%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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