1919 Socially Responsive Fund Quote

LMRNX Fund  USD 29.24  0.16  0.54%   

Performance

13 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 36

 
100  
 
Zero
Below Average
1919 Socially is trading at 29.24 as of the 28th of March 2024; that is -0.54 percent decrease since the beginning of the trading day. The fund's open price was 29.4. 1919 Socially has about a 36 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for 1919 Socially Responsive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests in a mix of common stocks and other equity securities of U.S. companies of any market capitalization and fixed income securities which are primarily investment grade and may be of any maturity. Normally, it will maintain at least 65 percent of the value of its assets in equity securities and at least 25 percent of the value of its assets in fixed income securities. More on 1919 Socially Responsive

Moving together with 1919 Mutual Fund

  0.95SSIAX 1919 Socially ResponsivePairCorr
  0.71SBFAX 1919 Financial ServicesPairCorr
  0.97SESLX 1919 Socially ResponsivePairCorr
  0.7SFSLX 1919 Financial ServicesPairCorr
  0.72LMRIX 1919 Financial ServicesPairCorr
  0.97FBONX American Funds AmericanPairCorr
  0.97FBAFX American Funds AmericanPairCorr

1919 Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. 1919 Socially's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding 1919 Socially or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration1919 Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, 1919 Funds, Large Growth, Allocation--50% to 70% Equity (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date30th of April 2023
Fiscal Year EndDecember
1919 Socially Responsive [LMRNX] is traded in USA and was established 28th of March 2024. 1919 Socially is listed under 1919 Funds category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of 1919 Funds family. This fund now has accumulated 716.17 M in assets with minimum initial investment of 1000 K. 1919 Socially Responsive is currently producing year-to-date (YTD) return of 7.34% with the current yeild of 0.01%, while the total return for the last 3 years was 6.66%.
Check 1919 Socially Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on 1919 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding 1919 Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as 1919 Socially Responsive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top 1919 Socially Responsive Mutual Fund Constituents

TMOThermo Fisher ScientificStockHealth Care
GOOGLAlphabet Class AStockCommunication Services
STISolidion TechnologyStockBanks—Regional
NVDANVIDIAStockInformation Technology
CTASCintasStockIndustrials
JPMJPMorgan Chase CoStockFinancials
SCHWCharles Schwab CorpStockFinancials
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1919 Socially Target Price Odds Analysis

Based on a normal probability distribution, the odds of 1919 Socially jumping above the current price in 90 days from now is about 8.4%. The 1919 Socially Responsive probability density function shows the probability of 1919 Socially mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon 1919 Socially Responsive has a beta of -0.039. This indicates as returns on benchmark increase, returns on holding 1919 Socially are expected to decrease at a much lower rate. During the bear market, however, 1919 Socially Responsive is likely to outperform the market. Additionally, 1919 Socially Responsive has an alpha of 0.1128, implying that it can generate a 0.11 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 29.24HorizonTargetOdds Above 29.24
91.43%90 days
 29.24 
8.40%
Based on a normal probability distribution, the odds of 1919 Socially to move above the current price in 90 days from now is about 8.4 (This 1919 Socially Responsive probability density function shows the probability of 1919 Mutual Fund to fall within a particular range of prices over 90 days) .

1919 Socially Responsive Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. 1919 Socially market risk premium is the additional return an investor will receive from holding 1919 Socially long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in 1919 Socially. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although 1919 Socially's alpha and beta are two of the key measurements used to evaluate 1919 Socially's performance over the market, the standard measures of volatility play an important role as well.

1919 Socially Against Markets

Picking the right benchmark for 1919 Socially mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in 1919 Socially mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for 1919 Socially is critical whether you are bullish or bearish towards 1919 Socially Responsive at a given time. Please also check how 1919 Socially's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in 1919 Socially without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy 1919 Mutual Fund?

Before investing in 1919 Socially, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in 1919 Socially. To buy 1919 Socially fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of 1919 Socially. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase 1919 Socially fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located 1919 Socially Responsive fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased 1919 Socially Responsive fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as 1919 Socially Responsive, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in 1919 Socially Responsive?

The danger of trading 1919 Socially Responsive is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of 1919 Socially is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than 1919 Socially. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile 1919 Socially Responsive is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in 1919 Socially Responsive. 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 board of governors.
You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

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When running 1919 Socially's price analysis, check to measure 1919 Socially's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy 1919 Socially is operating at the current time. Most of 1919 Socially's value examination focuses on studying past and present price action to predict the probability of 1919 Socially's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move 1919 Socially's price. Additionally, you may evaluate how the addition of 1919 Socially to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between 1919 Socially's value and its price as these two are different measures arrived at by different means. Investors typically determine if 1919 Socially is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, 1919 Socially's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.