SESLX Mutual Fund

SESLX Mutual Fund (1919 Socially Responsive Balanced Fund Class C) is managed by 1919 Funds with $131.5M in net assets. SESLX expense ratio is 1.68%, holding 207 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1993-05-05.

SESLX performance shows a YTD return of 3.31%. The 1-year return is 7.81% and the 5-year return is 5.19%. SESLX dividend yield stands at 0.53%, paid quarterly.

SESLX 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 SESLX holdings, SESLX sectors, or SESLX dividends.

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