1919 Socially Responsive Balanced Fund Class A (SSIAX)
SSIAX Price Chart
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SSIAX Fund Profile
Key details and information about 1919 Socially Responsive Balanced Fund Class A (SSIAX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
6 Nov 1992
Country
US
Website
https://1919funds.com/Description
This fund's primary objective is to deliver significant total returns, derived from both capital appreciation and consistent income streams. It achieves this by diversifying its holdings across a blend of US company equities, regardless of their market capitalization, and debt instruments. These fixed income investments are predominantly of investment-grade quality and can have various maturities. The portfolio typically maintains a minimum of 65% of its value in equity securities, with at least 25% allocated to fixed income. This debt component may include asset-backed and mortgage-backed securities.
SSIAX Fund Performance
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