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CSBIX Holdings List NMFQS:CSBIX

Allocation--50% to 70% Equity | Cromwell Funds
$
↑ $0.00 (0.00%)
Last Updated: Feb 13, 2026

Cromwell Sustainable Balanced Inst (CSBIX) is a Allocation--50% to 70% Equity fund with $11.01 Million in assets. The fund allocates 42.40% of its portfolio to its top 10 holdings.

The largest holding in the fund is U.S. Bank Money Market Deposit Account at 5.55% of total assets. This is followed by United States Treasury Note/Bond (3.04%) and Microsoft Corp (4.53%).

CSBIX Holdings

Name Weight Owned Change
U.S. Bank Money Market Deposit Account 5.55% - -
United States Treasury Note/Bond 3.04% - -
Microsoft Corp 4.53% - -
Amazon.com Inc 4.66% - -
NVIDIA Corp 3.40% - -
Danaher Corp 3.59% - -
Talen Energy Corp 4.35% - -
Dreyfus Treasury Obligations Cash Management Fund 6.48% - -
Meta Platforms Inc 3.70% - -
GE Vernova Inc 3.10% - -

Asset Allocation

No asset allocation data available

Market Cap

No market cap data available

Sector Weights

No sector weights data available

World Regions

No world regions data available