Cromwell Balanced FundCSBIX
Type
Mutual fund
Peer group
Alternative
Net assets
$13.3M
Expense ratio
1.10%
1-year return
+6.4%
3 years, a year
—
5 years, a year
—
What it aims to do.
The investment objective of the Cromwell Balanced Fund (the Fund) is to achieve total return, consisting of current income and long-term capital appreciation.
More on CSBIX.
- CSBIX overview
- CSBIX holdings
- CSBIX risk
- CSBIX costs
- CSBIX money in and out
- CSBIX share classes
- Compare CSBIX with other funds
Returns after fees, from the fund's SEC filings up to Sep 2025. Past returns are not a promise. Not financial advice.