CSBNX Mutual Fund

CSBNX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
1.35%
Dividend Yield (Current)
-
Holdings
74
Inception Date
Dec 29, 2023
Fund Family
Cromwell Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

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

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CSBNX Mutual Fund Overview

CSBNX Mutual Fund (Cromwell Sustainable Balanced Fund Investor Class) is managed by Cromwell Funds. CSBNX expense ratio is 1.35%, holding 74 positions across various sectors. Inception date: 2023-12-29.

CSBNX performance shows data across multiple time periods..

CSBNX top holdings include a diversified portfolio. Go to all CSBNX holdings, CSBNX sectors, or CSBNX dividends.

CSBNX can be compared against other funds. Use CSBNX overlap to find shared positions, or CSBNX vs another fund for a side-by-side view. CSBNX alternatives are available via the screener, along with tax-loss harvesting opportunities.