CFGIX Mutual Fund
CFGIX Mutual Fund
Cromwell Foresight Global Sustainable Infrastructure Fund Class Institutional

CFGIX Mutual Fund Overview
CFGIX Mutual Fund (Cromwell Foresight Global Sustainable Infrastructure Fund Class Institutional) is managed by Cromwell Funds with $45.2M in net assets. CFGIX expense ratio is 1.08%, holding 36 positions across sectors including Unknown, Utilities, Real Estate. Inception date: 2023-01-31.
CFGIX performance shows a YTD return of 14.47%. The 1-year return is 11.52%. CFGIX dividend yield stands at 3.63%, paid annually.
CFGIX top holdings include Equinix Inc. Real Estate Investment Trust (4.7%), National Grid Plc (4.5%), Infratil Ltd (4.4%), Boralex Inc., Class ''A'' (4.2%), Cellnex Telecom Sa (4.1%). View all CFGIX holdings, sector breakdown, or dividend history.
CFGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.