1919 Financial Services Fund Quote
| SBFAX Fund | USD 34.29 0.10 0.29% |
Performance14 of 100
| Odds Of DistressLess than 18
|
1919 Financial is trading at 34.29 as of the 1st of December 2024; that is 0.29% down since the beginning of the trading day. The fund's open price was 34.39. 1919 Financial has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for 1919 Financial Services are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. More on 1919 Financial Services
Moving together with 1919 Mutual Fund
1919 Mutual Fund Highlights
| Thematic Idea | Money Funds (View all Themes) |
| Fund Concentration | 1919 Funds, Large Funds, Financial Funds, Money Funds, Financial, 1919 Funds, Large, Financial (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of April 2023 |
| Fiscal Year End | December |
1919 Financial Services [SBFAX] is traded in USA and was established 1st of December 2024. 1919 Financial is listed under 1919 Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of 1919 Funds family. The entity is thematically classified as Money Funds. This fund at this time has accumulated 127.89 M in assets with no minimum investment requirements1919 Financial Services is currently producing year-to-date (YTD) return of 32.92% with the current yeild of 0.01%, while the total return for the last 3 years was 4.65%.
Check 1919 Financial 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 Financial Services 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 Financial Services Mutual Fund Constituents
| CCI | Crown Castle | Stock | Real Estate | |
| TCBI | Texas Capital Bancshares | Stock | Financials | |
| ICE | Intercontinental Exchange | Stock | Financials | |
| COLB | Columbia Banking System | Stock | Financials | |
| QCRH | QCR Holdings | Stock | Financials | |
| MMC | Marsh McLennan Companies | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| SIVB | SVB Financial Group | Stock | Financials |
1919 Financial Services Risk Profiles
| Mean Deviation | 0.802 | |||
| Semi Deviation | 0.5062 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.42 |
1919 Financial Against Markets
Other Information on Investing in 1919 Mutual Fund
1919 Financial 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 Financial security.
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