1919 Socially Responsive Fund Quote
| LMRNX Fund | USD 32.26 0.14 0.44% |
Performance10 of 100
| Odds Of DistressLess than 18
|
1919 Socially is trading at 32.26 as of the 1st of December 2024; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 32.12. 1919 Socially has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for 1919 Socially Responsive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
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 percent of the value of its assets in equity securities and at least 25 percent of the value of its assets in fixed income securities. More on 1919 Socially Responsive
Moving together with 1919 Mutual Fund
1919 Mutual Fund Highlights
| Fund Concentration | 1919 Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, 1919 Funds, Large Growth, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
1919 Socially Responsive [LMRNX] is traded in USA and was established 1st of December 2024. 1919 Socially is listed under 1919 Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of 1919 Funds family. This fund now has accumulated 716.17 M in assets with minimum initial investment of 1000 K. 1919 Socially Responsive is currently producing year-to-date (YTD) return of 17.25% with the current yeild of 0.01%, while the total return for the last 3 years was 4.21%.
Check 1919 Socially Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on 1919 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding 1919 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as 1919 Socially Responsive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top 1919 Socially Responsive Mutual Fund Constituents
| DIS | Walt Disney | Stock | Communication Services | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| CRM | Salesforce | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TFX | Teleflex Incorporated | Stock | Health Care |
1919 Socially Responsive Risk Profiles
| Mean Deviation | 0.4169 | |||
| Semi Deviation | 0.4931 | |||
| Standard Deviation | 0.5661 | |||
| Variance | 0.3205 |
1919 Socially Against Markets
Other Information on Investing in 1919 Mutual Fund
1919 Socially financial ratios help investors to determine whether 1919 Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in 1919 with respect to the benefits of owning 1919 Socially security.
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |