SSIAX Mutual Fund

SSIAX Mutual Fund (1919 Socially Responsive Balanced Fund Class A) is managed by 1919 Funds with $297.0M in net assets. SSIAX expense ratio is 0.95%, holding 207 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1992-11-06.

SSIAX performance shows a YTD return of 3.73%. The 1-year return is 8.63% and the 5-year return is 5.92%. SSIAX dividend yield stands at 1.20%, paid quarterly.

SSIAX 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 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.