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.
- NAV / 1-Day Return 29.11 / 0.24 %
- Total Assets 174.4 Mil
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Adj. Expense Ratio
- 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.