1919 Financial Mutual Fund Money Managers
| LMRIX Fund | USD 26.38 0.25 0.96% |
Break down of 1919 Financial's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with 1919 Financial's future under-performance.
| Charles King Executive Fund Manager |
| More |
1919 |
1919 Financial Net Asset Comparison
1919 Financial Services is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Financial category is currently estimated at about 1.7 Billion. 1919 Financial holds roughly 127.89 Million in net asset claiming about 8% of all funds under Financial category.
1919 Financial Services Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. 1919 Financial Services Price Series Summation is a cross summation of 1919 Financial price series and its benchmark/peer.
1919 Financial Stakeholder
| Charles King | Fund Manager | Profile |
About 1919 Financial Management Performance
The success or failure of an entity such as 1919 Financial Services often depends on how effective the management is. 1919 Financial management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of 1919 management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the 1919 management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or junk bonds. It may invest in shares of open-end funds or ETFs.
Please note that past performance is not an indicator of the future performance of 1919 Financial, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in 1919 Financial Services. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.