SSIAX Mutual Fund
NAV$35.62
AUM$285M
TER0.95%
Holdings207
SSIAX Mutual Fund
NAV$35.62
1919 Socially Responsive Balanced Fund Class A
AUM$285M
TER0.95%
Holdings207
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Showing 10 of 207 holdings(as of Mar 31, 2026)Top 10 Weight: 32.74%
SSIAX Mutual Fund Top Holdings
SSIAX holdings top 10 positions. The top 10 holdings account for 32.7% of the fund, led by Nvidia Corp. at 5.9%, Alphabet Inc Common Stock USD 0.001 at 4.8%, Apple, Inc at 4.5%.
SSIAX portfolio concentration is moderate, with the top 10 representing 32.7% of total assets. The largest sector exposure is Information Technology at 23.6%.
SSIAX sector allocation provides a detailed breakdown. SSIAX overlap tool shows how holdings compare to other funds in your portfolio.