SSIAX Mutual Fund (1919 Socially Responsive Balanced Fund Class A) is managed by 1919 Funds with $285.4M in net assets. SSIAX expense ratio is 0.95%, holding 207 positions across sectors including Information Technology, Financials, Unknown. Inception date: 1992-11-06.

SSIAX performance shows a YTD return of 2.43%. The 1-year return is 7.53% and the 5-year return is 6.08%. SSIAX dividend yield stands at 1.02%, paid quarterly.

SSIAX 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 SSIAX holdings, sector breakdown, or dividend history.

SSIAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SSIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.