LMRNX – Fund Analysis – 1919 Socially Responsive Balanced I | Morningstar

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Will LMRNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMRNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LMRNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LMRNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

| Feb 27, 2023

A sound investment process and strong management team underpin 1919 Socially Responsive Balanced I's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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