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1919 Socially Responsive Balanced Fund Class A (SSIAX)

Dana AS

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio

30.41 -0.12 -0.39%

28/06 - Ditutup. Matawang dalam USD ( Penolak Tuntutan )

Jenis: Dana

Pasaran: Amerika Syarikat

Kelas Aset: Ekuiti

Penarafan Morningstar:
Jumlah Aset: 264.25M

Umum
Carta
- Carta penstriman
- Carta Interaktif
Teknikal
- Analisis Teknikal
Forum

Tinjauan SSIAX

Di laman ini anda akan mendapat profil terperinci 1919 Socially Responsive Balanced Fund Class A. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi SSIAX antara maklumat lain.

Kategori

Allocation--50% to 70% Equity

Jumlah Aset

264.25M

Perbelanjaan

0.98%

Tarikh Permulaan

33914

Maklumat Untuk Dihubungi

Alamat P.O. Box 701
Milwaukee,WI 53201-0701
United States

Telefon -

Web www.1919Funds.com

Eksekutif Tinggi

Nama	Tajuk	Sejak	Sehingga
Robert Huesman	Portfolio Manager	2020	now
Biografi	Mr. Robert Huesman, Portfolio Manager of the Adviser, has been a portfolio manager of the Socially Responsive Fund since September 2020. Robert is a Senior Investment Associate at 1919ic. His primary responsibility is to support the Socially Responsive Investment Strategies and work with Portfolio Managers on portfolio construction and ongoing portfolio monitoring.
Alison Bevilacqua	-	2020	now
Biografi	Ms. Bevilacqua, a portfolio manager and principal at 1919ic, joined a predecessor of 1919ic in 1996. She specializes in corporate responsibility and ESG research.
Aimee M. Eudy	Vice President	2012	now
Biografi	Aimee is a Principal and a Portfolio Manager at 1919 Investment Counsel, LLC. As a Portfolio Manager, her primary responsibility is overseeing portfolio construction and ongoing monitoring of a number of private and institutional clients. She also serves as a corporate credit analyst in the taxable fixed income market and is co-manager of both the 1919 Socially Responsive Balanced Fund and the 1919 Variable Socially Responsive Balanced Fund. Aimee is a member of the Fixed Income Committee, Global Total Return Committee and the Socially Responsive Investing Group.
Ronald T. Bates	Managing Director	2006	now
Biografi	Ron is a Managing Director at 1919 Investment Counsel, LLC ("1919ic"), a member of the Executive Committee and the head of the Socialy Responsive Investing Deaprtment, leads 1919ic’s Cincinnati office. As a Portfolio Manager, his primary responsibility is overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments, and institutional clients. Before joining 1919ic, he was a vice president and director of portfolio management at Fifth Third Trust and Investment Advisors.
David Kafes	Vice President, Portfolio Manager, Senior Portfolio Manager	2008	2012
Biografi	David is a Fixed Income portfolio manager who joined Logan after 21 years at Legg Mason, where his most recent position was as an institutional fixed income portfolio manager. He was also co-manager on the Legg Mason Partners Social Responsibility Fund. He has managed fixed income assets for many institutional clients including endowments, foundations and insurance companies. David earned an MBA in Finance from the University of Baltimore and a BA in Business Administration from the University of Maryland in College Park. He is a Chartered Financial Analyst and a member of the Baltimore CFA Society.
Victoria M. Schwatka	Senior Vice President	2006	2008
Biografi	Schwatka is a senior vice president with Legg Mason Capital Management, her employer since 1986. Previously, she spent five years as a vice president with ASB Capital Management, and three years as a senior fixed-income portfolio manager with the Florida State Board of Administration. She was also an account officer with Citibank for a year and a portfolio manager with Lazard Freres & Company for six years. She has over 27 years of investment experience.
Jane E. Trust	vice president and Portfolio Manager	2006	2007
Biografi	Trust is vice president and portfolio manager with Legg Mason Capital Management, her employer since 1987. Prior to joining the firm, she was a management consultant 1984 to 1986. She holds the Chartered Financial Analyst designation. And she is a member of the Association for Investment Management & Research (AIMR), the Baltimore Security Analysts Society, and the Municipal Bond Club of Baltimore.
Charles P. Graves	Managing Director, Portfolio Manager	2001	2006
Biografi	Graves is managing director and portfolio manager for Smith Barney Mutual Funds Management. Graves holds the Chartered Financial Analyst designation.
Eugene KirKwood	Portfolio Manager	1995	2006
Biografi	Western Asset - Portfolio Manager, 2005 - present, Citigroup Asset Management - Director, 1995-2005, Morgan Stanley, VP, 1994-1995, Printon, Kane & Co, VP 1986-1994, University of Scranton, B.S.
Ellen Cammer	Investment Officer, Managing Director, Portfolio Manager	1995	2006
Biografi	Cammer is investment officer of Western Asset and managing director of Western Asset. She has been a portfolio manager with the manager or its predecessor firms since 1982.

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Sebutan Terkini

	Nama	Harga	Prbhn.	Prbhn. %
	1919 Socially Res.	30.41	-0.12	-0.39%