CSBIX Mutual Fund

NAV$23.43

Fund Essentials

Net Assets
$12M
Expense Ratio
1.10%
Dividend Yield (Current)
-
Holdings
74
Inception Date
Dec 29, 2023
Fund Family
Cromwell Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+8.53%
1 Year+7.54%

Asset Allocation

Stocks: 58.42%
Bonds: 35.11%
Cash: 6.47%

Price Chart (6M)

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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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. View all CSBIX holdings, sector breakdown, or dividend history.

CSBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.