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%

Top Holdings

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Peer Comparison

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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. View all CSBNX holdings, sector breakdown, or dividend history.

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