1919 Socially Responsive Balanced Fund Class A (SSIAX) Research
This fund's primary objective is to deliver significant total returns, derived from both capital appreciation and consistent income streams. It achieves this by diversifying its holdings across a blend of US company equities, regardless of their market capitalization, and debt instruments. These fixed income investments are predominantly of investment-grade quality and can have various maturities. The portfolio typically maintains a minimum of 65% of its value in equity securities, with at least 25% allocated to fixed income. This debt component may include asset-backed and mortgage-backed securities.
Market snapshot
- Symbol
- SSIAX
- Price
- $34.88
- Day change
- +0.69%
- Market cap
- $920.9M
- 52-week range
- 28.2-34.88
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Sustainable Adg Lg Cp Cr A (BIRAX)
- Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX)
- RBC BlueBay High Yield Bond Fund Class I (RGHYX)
- Emerging Markets Debt Fund Class Y (SIEDX)
- Hartford Schroders US MidCap Opportunities Fund (SMDIX)
- Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX)
- Schwab Target 2045 Index Fund Institutional Shares (SWYHX)
- T. Rowe Price Integrated US SMCC Eq (TQSMX)
Open 1919 Socially Responsive Balanced Fund Class A (SSIAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.