1919 Socially Responsive Fund Quote
| SESLX Fund | USD 31.72 0.13 0.41% |
Performance9 of 100
| Odds Of DistressLess than 19
|
1919 Socially is trading at 31.72 as of the 29th of November 2024; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 31.59. 1919 Socially has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 8th of June 2023 and ending today, the 29th of November 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 |
1919 Socially Responsive [SESLX] is traded in USA and was established 29th of November 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 at this time has accumulated 141.24 M in assets with no minimum investment requirements1919 Socially Responsive is currently producing year-to-date (YTD) return of 16.79% with the current yeild of 0.0%, while the total return for the last 3 years was 3.36%.
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
| CB | Chubb | Stock | Financials | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| DFS | Discover Financial Services | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| CTAS | Cintas | Stock | Industrials | |
| COST | Costco Wholesale Corp | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology |
1919 Socially Responsive Risk Profiles
| Mean Deviation | 0.416 | |||
| Semi Deviation | 0.5137 | |||
| Standard Deviation | 0.5698 | |||
| Variance | 0.3247 |
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.
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