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1919 Socially Responsive Balanced C SESLX

Quantitative rating as of
NAV / 1-Day Return
23.23  /  0.68 %
Total Assets
709.7 Mil
Adj. Expense Ratio
1.680%
Expense Ratio
1.690%
Distribution Fee Level
Average
Share Class Type
Level Load
Category
Allocation—50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.00
Turnover
9%

Morningstar’s Analysis SESLX

Will SESLX outperform in future?

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

Summary

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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.

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