SSIAX Mutual Fund
SSIAX Mutual Fund
SSIAX Mutual Fund
1919 Socially Responsive Balanced Fund Class A
SSIAX Mutual Fund Overview
SSIAX Mutual Fund (1919 Socially Responsive Balanced Fund Class A) is managed by 1919 Funds with $289.5M in net assets. SSIAX expense ratio is 0.95%, holding 209 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1992-11-06.
SSIAX performance shows a YTD return of 3.44%. The 1-year return is 5.37% and the 5-year return is 5.56%. SSIAX dividend yield stands at 0.79%, paid quarterly.
SSIAX top holdings include Nvidia Corp (6.1%), Alphabet Inc (5.3%), Apple, Inc (4.6%), Broadcom Inc (3.4%), Amazon.Com Inc (3.1%). Go to all SSIAX holdings, SSIAX sectors, or SSIAX dividends.
SSIAX can be compared against other funds. Use SSIAX overlap to find shared positions, or SSIAX vs another fund for a side-by-side view. SSIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.