LMRIX Mutual Fund

LMRIX Mutual Fund (1919 Financial Services Fund Cl I) is managed by 1919 Funds with $27.4M in net assets. LMRIX expense ratio is 1.23%, holding 43 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2008-03-25.

LMRIX performance shows a YTD return of -1.19%. The 1-year return is -1.14% and the 5-year return is 5.21%. LMRIX dividend yield stands at 14.72%.

LMRIX top holdings include Jpmorgan Chase (9.0%), Visa Inc Class A (7.4%), Bank of America Corp.: Financials (7.2%), Chubb Limited (6.1%), Berkshire Hathaway Inc Brk/B Us Equity (5.4%). Go to all LMRIX holdings, LMRIX sectors, or LMRIX dividends.

LMRIX can be compared against other funds. Use LMRIX overlap to find shared positions, or LMRIX vs another fund for a side-by-side view. LMRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.