LMRIX Mutual Fund

LMRIX Mutual Fund (1919 Financial Services Fund Cl I) is managed by 1919 Funds with $29.8M 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 6.20%. The 1-year return is 8.93% and the 5-year return is 5.83%. LMRIX dividend yield stands at 13.69%, paid annually.

LMRIX top holdings include Jpmorgan Chase (10.4%), Chubb Limited (6.3%), Visa Inc Class A (6.0%), Bank Of America Corp (5.8%), Berkshire Hathaway Inc Brk/B Us Equity (5.3%). 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.