Cromwell Greenspring Mid Cap Fund

Shareclass

Cromwell Greenspring Mid Cap Instl (GRSPX)

Type

Open-end mutual fund

Manager

Cromwell

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

41.3

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,492 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Johnson & Johnson
0.23% of assets
$284,178 invested
2. Republic Services Inc
8.58% of assets
$10.66M invested
3. nVent Electric PLC
1.1% of assets
$1.36M invested
4. Visa Inc Class A
0.53% of assets
$662,420 invested
5. DuPont de Nemours Inc
2.9% of assets
$3.6M invested
6. KBR Inc
7.81% of assets
$9.71M invested
7. Alphabet Inc Class C
2% of assets
$2.48M invested
8. T-Mobile US Inc
1.89% of assets
$2.34M invested
9. Abbott Laboratories
0.83% of assets
$1.03M invested
10. Sherwin-Williams Co
0.45% of assets
$553,746 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. WSFS Financial Corp
1.36% of assets
$1.7M invested
2. Advanced Drainage Systems Inc
1.1% of assets
$1.36M invested
3. Rush Enterprises Inc Class A
0.79% of assets
$977,399 invested
4. Rush Enterprises Inc Class B
0.76% of assets
$943,336 invested
5. Kenvue Inc
1.77% of assets
$2.2M invested
6. NEXTracker Inc Ordinary Shares - Class A
1.44% of assets
$1.79M invested
7. WR Berkley Corp
3.36% of assets
$4.18M invested
8. MYR Group Inc
5.2% of assets
$6.47M invested
9. Darling Ingredients Inc
0.81% of assets
$1M invested
10. NextEra Energy Inc
1.02% of assets
$1.27M invested

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Financial performance

Performance data provided by

Find more financial data on GRSPX at Morningstar.com

Gender Equality and Returns

Returns chart for Cromwell Greenspring Mid Cap Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

GRSPX

Cromwell Greenspring Mid Cap Fund

Family

Cromwell

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.44% less in annualized returns

Lower overall gender equality score

5 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

GRSPX

Cromwell Greenspring Mid Cap Fund

Family

Cromwell

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.44% less in annualized returns

Lower overall gender equality score

5 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

GRSPX

Cromwell Greenspring Mid Cap Fund

Family

Cromwell

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

5.44% less in annualized returns

Lower overall gender equality score

5 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

3 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
GRSPX - Cromwell Greenspring Mid Cap Fund

2.76%

6.98%

13%

6.84%

50 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-9.3%

-5.17%

-2.35%

-5.44%

5 / 100 points lower

Find more financial data on GRSPX at Morningstar.com

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