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LMRNX
1919 Socially Responsive Balanced Fund Class I
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

LMRNX Mutual Fund Price & Analysis

The 1919 Socially Responsive Balanced Fund Class I (LMRNX) is a mutual fund that aims to provide investors with a balanced portfolio of socially responsible investments. This fund seeks to invest in companies that demonstrate strong environmental, social, and governance practices, while also maintaining a balanced mix of stocks and bonds. With a focus on responsible investing, this fund offers investors the opportunity to align their values with their financial goals. The ticker symbol for this fund is LMRNX.
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LMRNX Mutual Fund Chart & Stats

Previous Close$30.34
Sub-CategoryAsset Allocation
Total Liabilities1.97M
Last Dividend Ex-Date
Mar 31, 2025
Expense Ratio0.72%
Holding Count209
Brandtrust for advised portfolios
Dividend Yield
 (0.86%)
CategoryBalanced
Total Assets760.71M
Shares OutstandingN/A
52-Week Range$28.08 - $32.64

LMRNX Mutual Fund News

Cadence, Apple, Edwards, Mondelez, American Water: Trending by Analysts
PremiumWeekend Updates
Cadence, Apple, Edwards, Mondelez, American Water: Trending by Analysts
8h ago
EW
AWK
Zillow, Amazon, Kraft Heinz, eBay, UnitedHealth: Trending by Analysts
PremiumWeekend Updates
Zillow, Amazon, Kraft Heinz, eBay, UnitedHealth: Trending by Analysts
8h ago
Z
KHC
Alphabet Inc. Earnings Call Highlights Growth and AI Advances
PremiumCompany Announcements
Alphabet Inc. Earnings Call Highlights Growth and AI Advances
16h ago
Amazon (AMZN) Sellers Scramble to Stay Competitive as Tariffs Force Higher Prices
PremiumMarket News
Amazon (AMZN) Sellers Scramble to Stay Competitive as Tariffs Force Higher Prices
20h ago
AMZN

Top 10 Holdings

Name
Weight %
MSFT
Microsoft
4.73%
AAPL
Apple Inc
4.21%
GOOGL
Alphabet Inc. Class A
3.19%
USD_CASH
Fidelity Government Portfolio
3.10%
AMZN
Amazon.Com, Inc.
2.56%
LLY
Eli Lilly And Company
2.06%
AVGO
Broadcom Inc.
2.01%
NVDA
Nvidia Corporation
1.88%
ETN
Eaton Corporation
1.81%
PANW
Palo Alto Networks
1.80%
Total27.35%
Go to Holdings >

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