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 27 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2007-09-06.

LIMAX performance shows a YTD return of -0.76%. The 1-year return is 3.03% and the 5-year return is 10.75%. LIMAX dividend yield stands at 13.47%, paid annually.

LIMAX top holdings include Talen Energy Corp (8.3%), Danaher Corp (6.5%), Ati Inc (6.0%), Amazon.Com Inc (5.7%), Ferguson Enterprises (5.5%). 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.