Cromwell Greenspring Mid Cap Fund Institutional Class (GRSPX) Research

The fund primarily targets equity securities that its investment advisor identifies as undervalued at the point of purchase. Its holdings also encompass a range of fixed-income assets, including corporate debt, convertible bonds, and high-yield instruments—frequently referred to as speculative-grade or "junk" bonds. These debt investments are chosen with the aim of generating income, capital appreciation, or both. A significant majority of its investments are concentrated in securities from U.S.-based companies.

Market snapshot

Symbol
GRSPX
Price
$29.52
Day change
+0.96%
Market cap
$132.7M
52-week range
24.46-29.89
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century One Choice 2065 Inv (ARHVX)
  • Clifford Capital Partners Fund Investor Class (CLFFX)
  • Clifford Capital Partners Fund Institutional Class (CLIFX)
  • Meeder Tactical Income Retail (FLBDX)
  • Hartford Climate Opportunities Fund , Class A (HEOMX)
  • John Hancock Investors Trust (JHI)
  • Royce International Premier Fund Investment Cl (RIPNX)
  • Victory High Yield Fund - Class Y (RSYYX)

Open Cromwell Greenspring Mid Cap Fund Institutional Class (GRSPX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.