Nasdaq - Delayed Quote USD
1919 Socially Responsive Balanced Fund (SESLX)
29.40
+1.59
+(5.72%)
At close: 8:02:12 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 2.5
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Vanguard
- T. Rowe Price
- (Junk)CommonWealth PPS
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- SunAmerica Securities Premier / Pinnacle
- Raymond James
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- WFA MF Advisory Updated 3.3.25
- DailyAccess Corporation RTC
- ING Financial Ptnrs PAM and PRIME Approv
- Scottrade TF
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Met Life Resources MFSP Alliance List
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 4.3.24
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- Morgan Stanley Portfolio Management
- Cetera Financial Specialists LLC- Premier
- Schwab All (Retail, Instl, Retirement)
- Schwab Existing Shareholders Only
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Avantax
- Allowab (non-advisory)
Fund Summary
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% of the value of its assets in equity securities and at least 25% of the value of its assets in fixed income securities. Fixed income securities include asset- and mortgage-backed securities.
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | 1919 Funds |
| Net Assets | 848.98M |
| YTD Return | -3.86% |
| Yield | 0.04% |
| Morningstar Rating | |
| Inception Date | May 05, 1993 |
Performance & Risk
| YTD Return | -10.43% |
| 5y Average Return | 8.07% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
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