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1919 Socially Responsive Balanced I LMRNX

Quantitative rating as of | See 1919 Funds Investment Hub
  • NAV / 1-Day Return 24.81  /  0.69 %
  • Total Assets 720.7 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.44%
  • Turnover 9%

Morningstar’s Analysis LMRNX

Will LMRNX outperform in future?

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

Summary

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

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