LIMAX

Active

Cromwell Tran Focus Fund

Category: US Equity (9,528 funds)

Expense Ratio

1.35%

Annual Cost per $10K

$135.00

30-Year Fee Drag per $10K

$24,113

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+9.46%

Asset Allocation

US Equity

96%

Cash

Fee Comparison

LIMAX

1.35%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

27% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+20.38%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

LIMAX at 1.35%$260,049

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$120,564

Cost vs index fund−$117,375

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
LIMAX	Cromwell Tran Focus Fund	1.35%	+9.46%	+6.38%	—
QCGRFX	College Retirement Equities Fund - Growth Account	—	+21.80%	+29.56%	—
JLGMX	JPMorgan Large Cap Growth Fund	0.94%	+21.66%	+26.69%	+16.47%
EGFSX	Edgewood Growth Fund	1.25%	—	—	—
PABGX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.95%	+22.77%	+30.95%	+13.30%
TRSAX	T. Rowe Price Growth Stock Fund, Inc.	0.91%	+20.06%	+25.87%	+11.73%
QCEQFX	College Retirement Equities Fund - Equity Index Account	—	+17.59%	+20.66%	—
APGAX	AB LARGE CAP GROWTH FUND INC	0.82%	+19.87%	+24.41%	+14.96%
VMCAX	VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND	—	—	—	—
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+3.73%	+9.96%	+13.22%
PARDX	T. Rowe Price Retirement 2040 Fund	0.85%	+10.45%	+14.07%	+9.39%
PARCX	T. Rowe Price Retirement 2030 Fund	0.81%	+8.82%	+11.47%	+7.60%
PLFMX	LargeCap S&P 500 Index Fund	1.29%	+20.60%	+21.78%	+16.77%
HCAIX	Harbor Capital Appreciation Fund	1.02%	+24.97%	+29.99%	+14.50%
TWCUX	Ultra Fund	0.89%	+24.09%	+26.93%	+16.16%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+21.56%	+28.05%	+15.80%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+20.21%	+25.78%	+15.42%
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund	0.81%	-6.55%	+8.19%	+10.62%
PARKX	T. Rowe Price Retirement 2035 Fund	0.84%	+9.67%	+12.87%	+8.55%
CIPMX	Champlain MidCap Fund	1.09%	+9.69%	+11.41%	+4.92%
PARLX	T. Rowe Price Retirement 2045 Fund	0.86%	+11.17%	+14.90%	+10.04%
PARFX	T. Rowe Price Retirement 2050 Fund	0.88%	+11.37%	+15.18%	+10.20%
PARJX	T. Rowe Price Retirement 2025 Fund	0.79%	+8.13%	+10.24%	+6.74%
PARBX	T. Rowe Price Retirement 2020 Fund	0.77%	+7.95%	+9.61%	+6.15%
DHLAX	DIAMOND HILL LARGE CAP FUND	0.96%	+3.52%	+10.57%	-3.87%
PLCGX	LargeCap Growth Fund I	0.94%	+20.55%	+25.37%	+13.12%
DCCAX	Macquarie Small Cap Core Fund	1.06%	+3.92%	+7.97%	+10.36%
LGRRX	Loomis Sayles Growth Fund	0.91%	+26.71%	+32.95%	+17.45%
HGIRX	HARTFORD CORE EQUITY FUND	1.08%	+17.51%	+19.34%	+14.40%
JENIX	The Jensen Quality Growth Fund Inc	1.26%	+2.22%	+10.27%	+9.73%
PAAIX	PIMCO All Asset Fund$1M min	1.86%	+11.61%	+9.55%	+8.01%
CIPSX	Champlain Small Company Fund	1.24%	+4.22%	+11.70%	+4.79%
MLAAX	NYLI Winslow Large Cap Growth Fund	0.94%	+26.40%	+30.14%	+16.44%
GATEX	Gateway Fund	0.94%	+10.48%	+12.62%	+8.45%
PACOX	T. Rowe Price U.S. Equity Research Fund	0.83%	+17.11%	+22.28%	+17.13%
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
PAROX	T. Rowe Price Retirement 2055 Fund	0.89%	+11.41%	+15.20%	+10.22%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+7.25%	+11.24%	+14.88%
DEVLX	Macquarie Small Cap Value Fund	1.10%	+5.14%	+8.82%	+13.27%
HAGAX	Carillon Eagle Mid Cap Growth Fund	1.03%	+10.19%	+3.99%	+3.20%
PASTX	T. Rowe Price Science & Technology Fund, Inc.	1.06%	+28.62%	+37.83%	+15.31%
VVIPX	Voya VACS Index Series S Portfolio	—	+18.46%	—	—
JSLBX	Multimanager Lifestyle Balanced Portfolio	1.16%	+8.45%	+10.11%	+6.59%
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund	1.24%	+15.10%	+19.43%	+14.02%
LMPIX	ClearBridge Appreciation Fund	1.00%	+17.82%	+18.94%	+15.47%
RTLAX	Tax-Managed U.S. Large Cap Fund	1.16%	-2.74%	-29.90%	-37.47%
BCSIX	Brown Capital Management Small Company Fund	1.31%	-7.19%	+2.19%	-4.35%
CREFX	Cohen & Steers Real Estate Securities Fund	0.75%	-3.40%	+8.19%	+8.29%
BMDSX	Baird Mid Cap Growth Fund	1.06%	-6.40%	+2.85%	+2.89%
JDPAX	Janus Henderson Mid Cap Value Fund	1.20%	+3.22%	+15.42%	+10.80%
OWACX	Old Westbury All Cap Core Fund	0.96%	+13.16%	+19.23%	+13.25%
OAZLX	Oakmark Select Fund	0.73%	+15.29%	+20.57%	—
JHDCX	JPMorgan Hedged Equity 2 Fund	1.35%	+7.03%	+12.18%	—
FRURX	Franklin Utilities Fund	1.06%	+9.03%	+12.29%	+10.19%
FUNCX	Victory Pioneer Fundamental Growth Fund	1.72%	—	—	—
BDSAX	BlackRock Advantage Small Cap Core Fund	1.50%	+7.26%	+10.64%	+9.70%
CSRIX	Cohen & Steers Institutional Realty Shares$1M min	0.75%	-3.01%	+7.64%	+8.15%
CSJFX	Cohen & Steers Realty Shares	0.80%	—	—	—
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+26.14%	+28.98%	+17.13%
SUWAX	DWS Core Equity Fund	0.83%	+16.05%	+18.97%	+15.86%
PARHX	T. Rowe Price Retirement 2015 Fund	0.75%	+7.77%	+9.25%	+5.77%
CSECX	Calvert Equity Fund	1.65%	+5.39%	+10.87%	+9.19%
TWCIX	Select Fund	0.90%	+25.02%	+25.58%	+16.28%
TRRYX	T. Rowe Price Retirement 2060 Fund	0.89%	+11.43%	+15.20%	+10.22%
EABLX	Eaton Vance Floating-Rate Fund	1.06%	+4.63%	+8.15%	+5.50%
SVFLX	Smead Value Fund	1.05%	—	—	—
DDVAX	Macquarie Value Fund	0.97%	+3.67%	+7.00%	+9.00%
FMIMX	FMI Common Stock Fund	0.98%	+4.33%	+13.95%	+16.99%
IEOPX	VOYA LARGE CAP GROWTH PORTFOLIO	0.92%	+21.73%	+25.73%	+14.55%
TWHIX	Heritage Fund	1.00%	+17.76%	+18.33%	+10.05%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+8.18%	+12.03%	+14.85%
JAIZX	Managed Volatility Growth Portfolio	0.77%	+9.56%	+12.25%	+8.08%
HHDVX	Hamlin High Dividend Equity Fund	1.15%	+8.96%	+18.00%	+14.82%
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+6.61%	+11.59%	+10.64%
IARAX	Invesco Real Estate Fund	1.31%	-3.89%	+0.54%	+3.88%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+8.94%	+14.56%	+5.38%
RYOCX	NASDAQ-100 Fund	1.27%	+22.56%	+28.53%	+16.71%
AQEAX	Columbia Disciplined Core Fund	0.94%	+15.95%	+20.16%	+16.86%
JSECX	JPMorgan Small Cap Equity Fund	1.24%	-2.40%	+5.19%	+6.56%
JAIKX	Lifestyle Growth Portfolio	0.86%	+14.93%	+15.22%	+9.84%
IAVGX	VOYA GROWTH AND INCOME PORTFOLIO	1.12%	+15.94%	+20.31%	+17.56%
PARAX	T. Rowe Price Retirement 2010 Fund	0.74%	+7.60%	+8.86%	+5.33%
GCTAX	Goldman Sachs U.S. Tax-Managed Equity Fund	1.01%	+16.44%	+19.40%	+15.26%
JULAX	Multimanager Lifestyle Aggressive Portfolio	1.02%	+11.26%	+13.89%	+9.93%
ECTGX	Eaton Vance Tax-Managed Growth Fund 1.1	1.47%	+16.57%	+21.06%	+15.44%
PRUAX	PGIM Jennison Utility Fund	0.82%	+14.88%	+9.14%	+10.13%
TWQAX	Transamerica Large Cap Value	0.99%	+16.08%	+15.96%	+17.80%
VCSTX	Science & Technology Fund	0.91%	+25.42%	+27.53%	+13.07%
AFDIX	Large Cap Equity Fund	0.79%	+14.54%	+18.36%	+14.49%
JAIYX	Managed Volatility Balanced Portfolio	0.75%	+8.41%	+10.59%	+6.15%
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fund	1.01%	+13.89%	+17.90%	+13.88%
FFEIX	Nuveen Dividend Value Fund	0.95%	+7.72%	+11.03%	+13.39%
SAMVX	Virtus Ceredex Mid-Cap Value Equity Fund	1.29%	+0.79%	-31.31%	-36.42%
RSEAX	U.S. Strategic Equity Fund	1.10%	-2.30%	-29.60%	-37.64%
TSCSX	THRIVENT SMALL CAP STOCK FUND	0.78%	+0.01%	+7.06%	+12.01%
LCGNX	William Blair Large Cap Growth Fund	0.90%	+15.30%	+24.94%	+14.61%
COAVX	Columbia Overseas Value Fund	0.82%	+26.74%	+20.81%	+13.99%
OALGX	Optimum Large Cap Growth Fund	1.20%	+20.86%	+26.63%	+12.91%
VVSVX	Venerable US Large Cap Strategic Equity Fund	0.86%	+16.48%	—	—
PABVX	MidCap Value Fund I	1.19%	+2.07%	+8.98%	+13.26%
AWEVX	CIBC ATLAS DISCIPLINED EQUITY FUND	1.12%	—	—	—

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