SESLX Mutual Fund
SESLX Mutual Fund
1919 Socially Responsive Balanced Fund Class C
SESLX Mutual Fund Overview
SESLX Mutual Fund (1919 Socially Responsive Balanced Fund Class C) is managed by 1919 Funds with $127.6M in net assets. SESLX expense ratio is 1.68%, holding 207 positions across sectors including Information Technology, Financials, Unknown. Inception date: 1993-05-05.
SESLX performance shows a YTD return of 2.06%. The 1-year return is 6.74% and the 5-year return is 5.35%. SESLX dividend yield stands at 0.52%, paid quarterly.
SESLX top holdings include Nvidia Corp. (5.9%), Alphabet Inc Common Stock USD 0.001 (4.8%), Apple, Inc (4.5%), Microsoft Corp 4.100 Feb 06 37 (3.2%), Broadcom Inc (3.1%). View all SESLX holdings, sector breakdown, or dividend history.
SESLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SESLX alternatives are available via the screener, along with tax-loss harvesting opportunities.