- What are the top holdings of SSIAX?
- 1919 Socially Responsive Balanced Fund Class A holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does SSIAX have?
- SSIAX holds — positions as reported by the fund's most recent disclosure.
- What sectors does SSIAX invest in?
- 1919 Socially Responsive Balanced Fund Class A (SSIAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SSIAX most exposed to?
- SSIAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SSIAX a US-only fund?
- The country allocation card on this page shows SSIAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SSIAX invest in?
- 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.
