About SSIAX
The 1919 Socially Responsive Balanced Fund Class A is a moderate allocation mutual fund designed to balance capital appreciation with current income, while adhering to socially responsible investment principles. This fund typically maintains a diversified portfolio, investing around 65-70% of its assets in U.S. equities and at least 25-30% in fixed income securities, primarily investment-grade bonds, with flexibility to include foreign stocks and debt. The equity component emphasizes large-cap growth companies and includes sectors such as information technology, healthcare, and financials. Major holdings often feature leading firms like Microsoft, NVIDIA, Apple, and Alphabet, reflecting a bias toward innovative and influential market leaders.
What distinguishes this fund is its commitment to social responsibility: investment decisions incorporate environmental, social, and governance (ESG) factors, seeking out companies demonstrating strong corporate citizenship. The fixed income portion is actively managed with a focus on maintaining a relatively short duration and a preference for high-quality corporate bonds over Treasuries, adapting to prevailing market conditions.
By blending equity and bond allocations, the 1919 Socially Responsive Balanced Fund Class A aims to deliver steady long-term returns and reduced volatility, making it suitable for investors who value a dual focus on financial objectives and responsible investing.
Fund Family 1919 Funds
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol SSIAX
Share Class Class A
Index S&P 500 TR
SSIAX had a total return of 6.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.55%.
