LIMIX Mutual Fund (Cromwell Tran Sustainable Focus Fund Class I Shares) is managed by Cromwell Funds with $13.1M in net assets. LIMIX expense ratio is 1.10%, holding 27 positions across sectors including Information Technology, Materials, Industrials. Inception date: 2007-09-06.

LIMIX performance shows a YTD return of -0.67%. The 1-year return is 3.36% and the 5-year return is 10.64%. LIMIX dividend yield stands at 11.90%, paid annually.

LIMIX 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 LIMIX holdings, sector breakdown, or dividend history.

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