CSBIX Mutual Fund
CSBIX Mutual Fund
NAV$23.43
AUM$12M
TER1.10%
Holdings74
See how much of CSBIX you already own
CSBIX Mutual Fund
NAV$23.43
Cromwell Sustainable Balanced Fund Institutional Class
AUM$12M
TER1.10%
Holdings74
See how much of CSBIX you already own
See how much of CSBIX you already own
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CSBIX Mutual Fund Overview
CSBIX Mutual Fund (Cromwell Sustainable Balanced Fund Institutional Class) is managed by Cromwell Funds with $12.1M in net assets. CSBIX expense ratio is 1.10%, holding 74 positions across various sectors. Inception date: 2023-12-29.
CSBIX performance shows a YTD return of 8.53%. The 1-year return is 7.54%.
CSBIX top holdings include a diversified portfolio. Go to all CSBIX holdings, CSBIX sectors, or CSBIX dividends.
CSBIX can be compared against other funds. Use CSBIX overlap to find shared positions, or CSBIX vs another fund for a side-by-side view. CSBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.