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SFSLX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

1919 Financial Services C (SFSLX) Ownership - Who owns 1919 Financial Services C?

The investment seeks long-term capital appreciation by investing primarily in common stocks... Show more

Category: #Financial

Profile

Category
Financial
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A

Details

Group
Domestic Stock Funds
Category
Financial
Total Expense Ratio
2.08
Min. Initial Investment
1000.00
Fund Existence
over 26 years
Turnover
4.00
Front Load
N/A
Net Assets
115623190.00
Manager Tenure
N/A

Fundamentals

SFSLX
Net Assets
116M
Fund Existence
over 26 years
Turnover
4.00
Total Expense Ratio
2.08
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Financial
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.08
Assets in Top Ten Holdings
52.4M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
14.2M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.80
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
44.00
Number of Net Holdings
45.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
46.52%
Gain YTD
-4.613
Annual Yield % from dividends
0.00
Returns for 1 year
5.31
Returns for 3 years
-12.28
Returns for 5 years
28.24
Returns for 10 years
34.42
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General Information

Category Financial

Profile
Fundamentals
Details
Category
Financial
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A