MRESX Mutual Fund
MRESX Mutual Fund
Cromwell CenterSquare Real Estate Fund Investor Class
MRESX Mutual Fund Overview
MRESX Mutual Fund (Cromwell CenterSquare Real Estate Fund Investor Class) is managed by Cromwell Funds with $53.1M in net assets. MRESX expense ratio is 1.09%, holding 59 positions across sectors including Real Estate, Industrials, Unknown. Inception date: 1997-12-31.
MRESX performance shows a YTD return of 15.46%. The 1-year return is 15.86% and the 5-year return is 4.10%. MRESX dividend yield stands at 1.98%, paid quarterly.
MRESX top holdings include Welltower Inc Health Care (9.3%), Equinix, Inc. (7.9%), Prologis Inc (7.2%), American Tower Corp (6.1%), Digital Realty Trust Inc (5.1%). View all MRESX holdings, sector breakdown, or dividend history.
MRESX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MRESX alternatives are available via the screener, along with tax-loss harvesting opportunities.