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1919 Socially Responsive Balanced A SSIAX

Quantitative rating as of
NAV / 1-Day Return
23.48  /  0.04 %
Total Assets
704.1 Mil
Adj. Expense Ratio
0.960%
Expense Ratio
0.970%
Distribution Fee Level
Below Average
Share Class Type
Front Load
Category
Allocation—50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.17%
Turnover
9%

Morningstar’s Analysis SSIAX

Will SSIAX outperform in future?

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Summary

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A strong management team and sound investment process underpin 1919 Socially Responsive Balanced A's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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