A sound investment process and strong management team underpin 1919 Socially Responsive Balanced C's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
NAV / 1-Day Return
23.23 / 0.68 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—50% to 70% Equity
Investment StyleLarge Growth
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Analysis SESLX
Will SESLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.