Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
1919 Funds Mutual Funds
View all of 1919 Funds’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
1919 Funds Mutual Funds List
1 to 6 of 6 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1919 Socially Responsive Balanced Fund Class I | LMRNX | Moderate Allocation | 3.44% | 84 | 0.690% | Below Average | Institutional | $1M | ||
| 1919 Financial Services Fund Class A | SBFAX | Financial | −1.13% | 65 | 1.460% | Above Average | Front Load | $1,000 | ||
| 1919 Financial Services Fund Class I | LMRIX | Financial | −1.04% | 59 | 1.230% | High | Institutional | $1M | ||
| 1919 Financial Services Fund Class C | SFSLX | Financial | −1.72% | 70 | 2.200% | Above Average | Level Load | $1,000 | ||
| 1919 Socially Responsive Balanced Fund Class A | SSIAX | Moderate Allocation | 3.82% | 86 | 0.950% | Below Average | Front Load | $1,000 | ||
| 1919 Socially Responsive Balanced Fund Class C | SESLX | Moderate Allocation | 2.67% | 89 | 1.680% | Average | Level Load | $1,000 |
1919 Funds Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States