LIMAX Mutual Fund (Cromwell Tran Sustainable Focus Fund Class A Shares) is managed by Cromwell Funds with $13.7M in net assets. LIMAX expense ratio is 1.35%, holding 30 positions across sectors including Materials, Information Technology, Industrials. Inception date: 2007-09-06.

LIMAX performance shows a YTD return of 8.76%. The 1-year return is 16.62% and the 5-year return is 10.43%. LIMAX dividend yield stands at 12.12%, paid annually.

LIMAX top holdings include Ge Vernova Inc (6.7%), Danaher Corp. (5.9%), Ferguson Enterprises (5.8%), Martin Marietta Materials Inc. (5.3%), Palo Alto Networks Inc. (5.2%). View all LIMAX holdings, sector breakdown, or dividend history.

LIMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LIMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.