Skip to Content

1919 Socially Responsive Balanced A SSIAX

Quantitative rating as of
NAV / 1-Day Return
23.57  /  0.04 %
Total Assets
381.0 Mil
Adj. Expense Ratio
1.260%
Expense Ratio
1.260%
Fee Level
Above Average
Longest Manager Tenure
13.81 years
Category
US Fund Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.30%
Turnover
11%
Premium

Morningstar’s Analysis

Will SSIAX outperform in future?

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

The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the “uncovered” fund universe to create the Morningstar Quantitative Rating (denoted on this page by a ), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative rating predictions make up what we call the Morningstar Quantitative Rating™ for funds. Click here for more on how to use these ratings.

Unlock our full analysis with Morningstar Premium