1919 Socially Responsive Balanced Fund Class A
SSIAX
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- 1919 Socially Responsive Balanced Fund Class A (SSIAX) is a mutual fund offered by 1919 Investment Counsel, LLC, which provides asset management services focused on socially responsible investing strategies. The fund seeks total return by investing primarily in a balanced portfolio of equity and fixed-income securities that meet environmental, social, and governance (ESG) criteria; its core offerings include common stocks of U.S. companies with strong sustainability practices, corporate bonds rated investment-grade, U.S. government securities, and money market instruments, with allocations typically ranging from 50-70% equities and 30-50% fixed income. 1919 Investment Counsel, founded in 1919 and headquartered in El Paso, Texas, with additional operations in Philadelphia, Pennsylvania, manages approximately $2 billion in assets across various ESG-focused funds targeting institutional and retail investors in the United States. Recent developments include the fund's continued emphasis on impact investing amid growing ESG demand, with portfolio adjustments in 2024 to enhance exposure to renewable energy and clean technology sectors; in 2023, the firm expanded its sustainable fixed-income offerings through strategic hires in ESG research and a partnership with third-party sustainability rating providers to refine screening processes. The fund operates exclusively within U.S. markets, serving individual investors, financial advisors, and retirement plans seeking balanced growth with ethical alignment.