1919 Socially Mutual Fund Money Managers

SSIAX Fund  USD 29.32  0.03  0.10%   
Break down of 1919 Socially'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 Socially's future under-performance.
Ronald Bates  Executive
Fund Manager
More  
  
Check out World Market Map 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 nation.

1919 Socially Net Asset Comparison

1919 Socially Responsive is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 1.71 Trillion. 1919 Socially adds roughly 716.17 Million in net asset claiming only tiny portion of funds in Allocation--50% to 70% Equity category.

1919 Socially Responsive Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. 1919 Socially Responsive Price Series Summation is a cross summation of 1919 Socially price series and its benchmark/peer.

1919 Socially Stakeholder

About 1919 Socially Management Performance

The success or failure of an entity such as 1919 Socially Responsive often depends on how effective the management is. 1919 Socially 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 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. Fixed income securities include asset- and mortgage-backed securities.
The data published in 1919 Socially's official financial statements usually reflect 1919 Socially's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of 1919 Socially Responsive. For example, before you start analyzing numbers published by 1919 accountants, it's critical to develop an understanding of what 1919 Socially's liquidity, profitability, and earnings quality are in the context of the 1919 Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of 1919 Socially, 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 World Market Map 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 nation.
Note that the 1919 Socially Responsive information on this page should be used as a complementary analysis to other 1919 Socially's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

Complementary Tools for 1919 Mutual Fund analysis

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.
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios
Bonds Directory
Find actively traded corporate debentures issued by US companies
Money Managers
Screen money managers from public funds and ETFs managed around the world
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.