LMRIX : 1919 Financial Services Fund Class I

LMRIX is a Sector Equity Market Financial Services with HIGH fees.


1919 Financial Services Fund Class I

FI Score

30 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

0 /10

Market Size

5 /10

30% FI Score
  • lmrix
  • Mutual Fund
  • Sector Equity
  • Financial Services

1919 Financial Services Fund Class I

Expenses: 1.09% (Better than 0% of similar funds)

This is a bad choice for a Financial Services Sector Equity fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation by investing primarily in common stocks. The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end mutual funds or ETFs.

Largest Holdings

Amount Holding
5.72% JPMorgan Chase & Co
4.80% Bank of America Corp
4.55% Visa Inc Class A
4.13% Chubb Ltd
3.52% Charles Schwab Corp
3.06% SVB Financial Group
2.69% CenterState Bank Corp
2.53% Truist Financial Corp
2.51% CME Group Inc Class A
2.46% Brown & Brown Inc
2.38% Marsh & McLennan Companies Inc
2.36% Western Alliance Bancorp
2.20% Crown Castle International Corp
2.17% Global Payments Inc
2.14% QCR Holdings Inc
2.02% Fidelity National Information Services Inc
2.02% Banner Corp
1.95% Heritage Financial Corp
1.89% Voya Financial Inc
1.82% Sterling Bancorp
1.75% Ameriprise Financial Inc
1.66% Intercontinental Exchange Inc
1.66% The Hanover Insurance Group Inc
1.64% Fiserv Inc
1.61% Columbia Banking System Inc

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