About LMRNX
The 1919 Socially Responsive Balanced Fund Class I is a diversified mutual fund designed to deliver a high total return, combining capital appreciation and current income. Its balanced strategy allocates approximately 65–70% of assets to U.S. equity securities—predominantly large-cap growth stocks—and about 25–30% to investment-grade fixed income, including domestic and some foreign bonds. This fund distinguishes itself by integrating environmental, social, and governance (ESG) criteria in its investment selection process, avoiding companies with significant exposure to fossil fuels, tobacco, and weapon manufacturing, while favoring issuers with strong human rights records and sustainable business practices. Managed by 1919 Investment Counsel, the fund is recognized for its disciplined research focus, risk management, and commitment to quality and diversification. It holds influential names across technology, healthcare, and industrial sectors, providing exposure to leading U.S. firms. The fund serves institutional investors seeking a moderate allocation that balances growth and income with ethical investment considerations, and it has received high ratings for both financial and sustainability performance within its category.
Fund Family 1919 Funds
Category Allocation--50% to 70% Equity
Ticker Symbol LMRNX
Share Class Class I
Index S&P 500 TR
LMRNX had a total return of 7.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.90%.
