SSIAX : 1919 Socially Responsive Balanced Fund Class A

SSIAX is a Allocation Market All-In-One with HIGH fees.

SSIAX

1919 Socially Responsive Balanced Fund Class A

FI Score

26 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

26% FI Score
  • ssiax
  • Mutual Fund
  • Allocation
  • All-In-One

1919 Socially Responsive Balanced Fund Class A

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide high total return consisting of capital appreciation and current income. 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% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.

Largest Holdings

Amount Holding
3.83% Microsoft Corp
3.12% Apple Inc
2.87% Amazon.com Inc
2.44% Alphabet Inc A
2.13% Costco Wholesale Corp
1.94% Danaher Corp
1.89% Thermo Fisher Scientific Inc
1.83% American Water Works Co Inc
1.82% Visa Inc Class A
1.69% Teleflex Inc
1.66% The Home Depot Inc
1.63% PepsiCo Inc
1.63% Boston Scientific Corp
1.58% UnitedHealth Group Inc
1.50% CME Group Inc Class A
1.48% Bank of America Corp
1.47% PayPal Holdings Inc
1.46% Truist Financial Corp
1.45% Adobe Inc
1.41% Facebook Inc A
1.38% Salesforce.com Inc
1.36% Netflix Inc
1.35% Eaton Corp PLC
1.34% TJX Companies Inc
1.26% Charles Schwab Corp

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