1919 Socially is trading at 30.70 as of the 22nd of March 2025; that is 0.07 percent decrease since the beginning of the trading day. The fund's open price was 30.72. 1919 Socially has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65 percent of the value of its assets in equity securities and at least 25 percent of the value of its assets in fixed income securities. More on 1919 Socially Responsive
1919 Socially Responsive [LMRNX] is traded in USA and was established 22nd of March 2025. 1919 Socially is listed under 1919 Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of 1919 Funds family. This fund now has accumulated 716.17 M in assets with minimum initial investment of 1000 K. 1919 Socially Responsive is currently producing year-to-date (YTD) return of 0.98% with the current yeild of 0.01%, while the total return for the last 3 years was 5.69%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on 1919 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding 1919 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as 1919 Socially Responsive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top 1919 Socially Responsive Mutual Fund Constituents
Other Information on Investing in 1919 Mutual Fund
1919 Socially financial ratios help investors to determine whether 1919 Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in 1919 with respect to the benefits of owning 1919 Socially security.