MFLDX

ActiveMin. $1M

Cromwell Long Short Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.91%
Annual Cost per $10K
$191.00
30-Year Fee Drag per $10K
$31,778
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+15.64%

Asset Allocation

US Equity
96%
Intl Equity
2%
Cash
1%

Fee Comparison

MFLDX
1.91%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

80% more expensive than category average

Historical Returns

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

+25.33%3Y
Compare to

Fee Impact Calculator

$
%
MFLDX at 1.91%$221,724
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$158,889
Cost vs index fund−$155,701

Similar Funds (100)

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

TickerNameER
MFLDXCromwell Long Short Fund1.91%
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VVIPXVoya VACS Index Series S Portfolio
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RRTCXT. Rowe Price Retirement 2030 Fund1.06%
RRTDXT. Rowe Price Retirement 2040 Fund1.10%
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FRDTXFranklin Rising Dividends Fund1.58%
TCRAXGrowth Fund1.14%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
RRTRXT. Rowe Price Retirement 2045 Fund1.11%
RRTFXT. Rowe Price Retirement 2050 Fund1.13%
HDGCXTHE HARTFORD DIVIDEND AND GROWTH FUND1.74%
PLFMXLargeCap S&P 500 Index Fund1.29%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JGACXJPMorgan Growth Advantage Fund0.99%
RRTNXT. Rowe Price Retirement 2025 Fund1.04%
FLMVXJPMorgan Mid Cap Value Fund1.09%
JENIXThe Jensen Quality Growth Fund Inc1.26%
CSECXCalvert Equity Fund1.65%
RRTBXT. Rowe Price Retirement 2020 Fund1.02%
MLRTXNYLI Winslow Large Cap Growth Fund1.04%
ECFAXEaton Vance Floating-Rate Advantage Fund2.35%
LMPLXClearBridge Large Cap Growth Fund1.33%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
RRTVXT. Rowe Price Retirement 2055 Fund1.14%
HGIRXHARTFORD CORE EQUITY FUND1.08%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
SCDGXDWS Core Equity Fund1.24%
DCCAXMacquarie Small Cap Core Fund1.06%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
PLCGXLargeCap Growth Fund I0.94%
EZTGXEaton Vance Tax-Managed Growth Fund 1.21.62%
LCBVXClearBridge Large Cap Value Fund1.40%
CSJAXCohen & Steers Realty Shares1.15%
TWCAXSelect Fund1.15%
JSLBXMultimanager Lifestyle Balanced Portfolio1.16%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
BPTUXBaron Partners Fund1.99%
JGAQXJPMorgan Value Advantage Fund0.99%
DEVLXMacquarie Small Cap Value Fund1.10%
LMPIXClearBridge Appreciation Fund1.00%
FRURXFranklin Utilities Fund1.06%
ITHRXTHE HARTFORD CAPITAL APPRECIATION FUND1.42%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
TRRZXT. Rowe Price Retirement 2060 Fund1.14%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
HCMDXHCM Tactical Plus Fund1.98%
SSICXOcean Park Tactical Core Income Fund2.05%
HCMNXHCM Sector Plus Fund1.97%
ESPAXAllspring Special Small Cap Value Fund1.17%
SMVLXSmead Value Fund1.22%
WHGAXWESTWOOD QUALITY SMALLCAP FUND1.79%
CIPMXChamplain MidCap Fund1.09%
OSPAXInvesco SteelPath MLP Alpha Fund2.08%
GATEXGateway Fund0.94%
JSECXJPMorgan Small Cap Equity Fund1.24%
OAKLXOakmark Select Fund0.98%
FKARXFranklin Growth Opportunities Fund1.19%
LGLQXLord Abbett Growth Leaders Fund1.25%
CGWRXColumbia Cornerstone Growth Fund0.97%
JAJAXManaged Volatility Growth Portfolio1.02%
AFDAXLarge Cap Equity Fund1.04%
RRTMXT. Rowe Price Retirement 2015 Fund1.00%
ASVCXAmerican Beacon Small Cap Value Fund1.96%
TWHIXHeritage Fund1.00%
SAMVXVirtus Ceredex Mid-Cap Value Equity Fund1.29%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
SDGAXDWS Capital Growth Fund1.30%
EABLXEaton Vance Floating-Rate Fund1.06%
JHLVXFundamental Large Cap Core Fund1.77%
VVIMXVoya VACS Index Series MC Portfolio
RYOCXNASDAQ-100 Fund1.27%
HGOSXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.13%
BSCFXBARON SMALL CAP FUND1.30%
HLSCXHARTFORD DISCIPLINED EQUITY HLS FUND1.09%
BARAXBARON ASSET FUND1.29%
MUECXMFS Blended Research Core Equity Fund1.49%
TBDAXPGIM Jennison Diversified Growth Fund1.81%
CIPSXChamplain Small Company Fund1.24%
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JAJRXManaged Volatility Balanced Portfolio1.00%

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