CSBIX SEC Filings — Cromwell Sustainable Balanced Fund

Data updated: 2025-11-24

Twelve SEC filings are listed: 4 prospectuses (latest May 7, 2025), 7 quarterly N-PORT holdings reports (latest Nov 24, 2025) and 1 annual N-CEN report (latest Mar 17, 2025).

CSBIX Prospectus (485BPOS / 497)

Objective, strategy, fees and risks. 4 filings on SEC EDGAR.

CSBIX Portfolio holdings (N-PORT)

Full holdings and monthly flows, filed quarterly. 7 filings on SEC EDGAR.

CSBIX Annual census (N-CEN)

Service providers, brokerage and operations. 1 filing on SEC EDGAR.

Filed Mar 17, 2025

Browse every Cromwell Sustainable Balanced Fund filing on SEC EDGAR

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.