1919 Socially Responsive Balanced Fund (SSIAX.O)

At A Glance

You hold SSIAX.O in 0 portfolios

Net Asset Value

23.57USD

 -0.01 -0.04%

10/16/2020

Category
Mixed Equity
YTD Return (Cumulative)
 15.08%
Classification
Mix Tgt All Gro
5 Year Return (Annualized)
 11.82%
Manager Benchmark
Lipper M-A Tgt All G IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Total
Return
Consistent
Return
Capital
Preservation
Expense*Tax
Efficiency
Overview
Overall Rating
Peers with Rating
(out of 5549 funds)*
444 Funds
443 Funds
4538 Funds
121 Funds
444 Funds
3 Year Rating
Peers with Rating
(out of 5551 funds)*
444 Funds
443 Funds
4538 Funds
121 Funds
444 Funds
5 Year Rating
Peers with Rating
(out of 4681 funds)*
408 Funds
407 Funds
3746 Funds
117 Funds
408 Funds
10 Year Rating
Peers with Rating
(out of 2897 funds)*
304 Funds
303 Funds
2183 Funds
104 Funds
304 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 38.5%
3Yr Return
 19.8%
5Yr Return
 16.2%

LCFPX's YTD, 3 year, and 5 year Returns outperformed SSIAX.O

YTD Return
 29.1%
3Yr Return
 16.2%
5Yr Return
 11.0%

THLGX's YTD and 3 year Returns outperformed SSIAX.O

1 ETF »

YTD Return
 23.0%
3Yr Return
 11.6%
5Yr Return
 8.5%

PHDG's YTD Return outperformed SSIAX.O

View Overview Page For