Cromwell Balanced Fund Institutional Class (CSBIX)

Profile

The Cromwell Balanced Fund Institutional Class is a mutual fund that employs a dynamic, actively managed allocation strategy across both equities and fixed income assets. Its primary objective is to achieve total return, combining current income and long-term capital appreciation. The fund typically allocates between 50% and 70% of its portfolio to equities—primarily growth-oriented mid- and large-cap U.S. companies—and the remainder to high-quality, investment-grade bonds. This flexible approach allows the fund to adapt to changing market conditions while aiming to lower overall portfolio risk. Cromwell Balanced Fund draws on the combined expertise of two management teams, Tran Capital Management for equity selection and Aristotle Pacific Capital for fixed income management, offering a unique blend of research-driven stock selection and deep fixed income experience. The fund is positioned as a core holding for investors seeking a one-stop solution that balances growth potential with income generation and risk mitigation. Its moderate allocation profile and dynamic adjustments make it suitable for a range of investment objectives, serving as a flexible tool to navigate varying economic and market environments.