Cromwell Greenspring Mid Cap Instl (GRSPX)
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Cromwell Greenspring Mid Cap Instl
Lutherville, MD 21093
2330 West Joppa Road Suite 110
Greenspring Fund Inc
Management information
Charles vK. Carlson,Lead manager since 30 January 1987
Charles vK. Carlson, CFA, has been the portfolio manager since January 1987. He is also President and a Director of Corbyn. Mr. Carlson graduated from The Johns Hopkins University with a degree in Political Economy. He has been a CFA charter-holder since 1986. Mr. Carlson graduated from The Johns Hopkins University with a degree in Political Economy.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Blend
Fund familyCromwell Funds
Net assets126.46M
YTD return11.31%
Yield0.77%
Morningstar rating★★★
Inception date30 June 1983
Fund operations
Last dividend0.21
Last cap gain44.00
Holdings turnover18.00%
Average for categoryN/A
Fees and expenses
ExpenseGRSPXCategory average
Annual report expense ratio (net)1.16%0.94%
Prospectus net expense ratio1.16%N/A
Prospectus gross expense ratio1.16%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.32%
Max deferred sales loadN/A1.16%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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