LMRNX Mutual Fund
LMRNX Mutual Fund
1919 Socially Responsive Balanced Fund Class I
LMRNX Mutual Fund Overview
LMRNX Mutual Fund (1919 Socially Responsive Balanced Fund Class I) is managed by 1919 Funds with $479.7M in net assets. LMRNX expense ratio is 0.69%, holding 207 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2008-07-24.
LMRNX performance shows a YTD return of 2.55%. The 1-year return is 7.78% and the 5-year return is 6.34%. LMRNX dividend yield stands at 1.19%, paid quarterly.
LMRNX top holdings include Nvidia Corp (5.9%), 'alphabet Inc., Class 'a'' (4.8%), Apple Inc (4.5%), Microsoft Corp 4.100 Feb 06 37 (3.2%), Broadcom Inc (3.1%). View all LMRNX holdings, sector breakdown, or dividend history.
LMRNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMRNX alternatives are available via the screener, along with tax-loss harvesting opportunities.