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1919 Financial Services A SBFAX

Quantitative rating as of
  • NAV / 1-Day Return 29.11  /  0.24 %
  • Total Assets 174.4 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Financial
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.84%
  • Turnover 10%

Morningstar’s Analysis SBFAX

Will SBFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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1919 Financial Services A’s strong process and parent firm support this strategy's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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