1919 Socially Responsive Balanced Fund Class A (SSIAX) Investment Research Dashboard
About 1919 Socially Responsive Balanced Fund Class A (SSIAX) stock analysis
Get live SSIAX stock price $34.84, comprehensive 1919 Socially Responsive Balanced Fund Class A stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time SSIAX stock data and investment insights.
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1919 Socially Responsive Balanced Fund Class A (SSIAX) Overview
1919 Socially Responsive Balanced Fund Class A (SSIAX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, SSIAX trades at $34.84 with a market capitalization of 924.61M . Over the past 52 weeks, SSIAX has traded between $28.20 and $34.84 , with the current price positioned at approximately 100% of...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 924.61M
- Current price: $34.84
- 52-week range: $28.20 - $34.84
- P/E ratio: 34.95
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This fund's primary objective is to deliver significant total returns, derived from both capital appreciation and consistent income streams. It achieves this by diversifying its holdings across a blend of US company equities, regardless of their mark...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Website
- https://1919funds.com/
- Address
- Milwaukee, WI 53202
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 35.0)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for 1919 Socially Responsive Balanced Fund Class A shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for 1919 Socially Responsive Balanced Fund Class A
- ⚠Investors should consider how 1919 Socially Responsive Balanced Fund Class A fits within their overall portfolio allocation
- ⚠Premium valuation (P/E: 35.0) requires strong growth to justify
Market Cap
924.61M
P/E Ratio (TTM)
34.95
Beta
0.95
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.3%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.8% | +2.0% | 19.2 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.1 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 25.0 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.5 | 50/100⭐⭐⭐ |
| Utilities | -1.8% | -0.7% | -5.2% | 27.5 | 37/100⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.3% | -0.5% | -10.6% | 30.4 | 22/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.