1919 Socially Responsive Balanced Fund Class A (SSIAX)
1919 Socially Responsive Balanced Fund Class A operates in the Asset Management industry of the Financial Services sector, headquartered in Milwaukee, WI, US. The stock last traded at $35.36, up 0.34% on the session, giving a market capitalisation of $927.5M. Its beta of 0.95 implies it has historically moved less than the broad market.
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.
1919 Socially Responsive Balanced Fund Class A is most often compared with the following Financial Services names: