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1919 Socially Responsive Balanced Fund Class A (SSIAX)

US Funds

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32.18 +0.16 +0.50%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 277.18M

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 Change23.77%

Prev. Close32.02

Risk Rating

TTM Yield0.50%

ROE34.56%

Issuer1919 Funds

Turnover10%

ROA16.15%

Inception Date33914

Total Assets277.18M

Expenses0.98%

Min. Investment1,000

Market Cap333B

CategoryAllocation - - 50% to 70% Equity

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1919 Socially Responsive Balanced Fund Class A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1152	1033	1282	1182	1651	2376
Fund Return	15.18%	3.35%	28.23%	5.74%	10.55%	9.04%
Place in category	76	708	35	198	45	29
% in Category	13	93	6	31	10	8

Top Equity Funds by 1919 Funds

Name	Total Assets	YTD%	3Y%	10Y%
1919 Financial Services A	74.21M	17.06	2.44	9.41
1919 Financial Services Fund Classi	40.09M	17.25	2.71	9.73
1919 Financial Services Fund Classc	20.16M	16.35	1.69	8.63

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.51B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	56.03B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced Fund Clas	42.26B	13.97	4.86	9.58

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.46	427.99	+2.20%
NVIDIA	US67066G1040	4.40	136.92	+0.66%
Apple	US0378331005	4.08	235.06	+0.94%
Alphabet A	US02079K3059	3.12	169.12	+0.88%
Amazon.com	US0231351067	2.72	207.86	+3.18%

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.	32.18	+0.16	+0.50%