LMRNX Mutual Fund

LMRNX Mutual Fund (1919 Socially Responsive Balanced Fund Class I) is managed by 1919 Funds with $495.5M in net assets. LMRNX expense ratio is 0.69%, holding 207 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2008-07-24.

LMRNX performance shows a YTD return of 3.87%. The 1-year return is 8.88% and the 5-year return is 6.18%. LMRNX dividend yield stands at 1.43%, paid quarterly.

LMRNX top holdings include Nvidia Corp. (5.9%), Alphabet Inc Common Stock USD 0.001 (4.8%), Apple, Inc (4.5%), Microsoft Corp (3.2%), Broadcom Inc (3.1%). Go to all LMRNX holdings, LMRNX sectors, or LMRNX dividends.

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