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1919 Socially Responsive Balanced Fund Class A (SSIAX)

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32.02 -0.11 -0.34%

31/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 275.81M

Type: Fund

Market: United States

Issuer: 1919 Funds

Asset Class: Equity

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SSIAX Overview

Find basic information about the 1919 Socially Responsive Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add SSIAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change13.79%

Prev. Close32.13

Risk Rating

TTM Yield0.49%

ROE35.07%

Issuer1919 Funds

Turnover10%

ROA16.71%

Inception Date33914

Total Assets275.81M

Expenses0.98%

Min. Investment1,000

Market Cap334.53B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1182	1033	1235	1155	1628	2362
Fund Return	18.19%	3.26%	23.5%	4.91%	10.24%	8.97%
Place in category	91	337	87	300	47	27
% in Category	15	51	14	45	10	7

Top Equity Funds by 1919 Funds

Name	Total Assets	YTD%	3Y%	10Y%
1919 Financial Services A	72.15M	33.89	6.61	10.22
1919 Financial Services Fund Classi	37.26M	34.16	6.89	10.55
1919 Financial Services Fund Classc	17.77M	32.93	5.83	9.44

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.6B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	56.46B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Advisor Balanced I	42.26B	15.94	4.82	9.50

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	4.89	120.07	-3.67%
Microsoft	US5949181045	4.27	415.06	+0.02%
Apple	US0378331005	4.02	236.00	-0.67%
Alphabet A	US02079K3059	3.27	204.02	+1.57%
Amazon.com	US0231351067	2.77	237.68	+1.30%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	1919 Socially Res.	32.02	-0.11	-0.34%