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

LIMIX performance shows a YTD return of 9.20%. The 1-year return is 19.86% and the 5-year return is 9.64%. LIMIX dividend yield stands at 11.20%, paid annually.

LIMIX top holdings include GE Vernova Inc|112 (6.7%), Danaher Corp (5.9%), Ferguson Enterprises (5.8%), Martin Marietta Materials Inc. (5.3%), Palo Alto Networks Inc. (5.2%). 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.