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1919 Financial Services Fund Class I (0P00003AXJ)

US Funds

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31.250 -0.100 -0.32%

04/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 36.44M

Type: Fund

Market: United States

Issuer: 1919 Funds

Asset Class: Equity

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0P00003AXJ Overview

Find basic information about the 1919 Financial Services Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003AXJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US89832P8389)

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Technical Chart

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Rating

1-Year Change23.13%

Prev. Close31.35

Risk Rating

TTM Yield1.26%

ROE18.52%

Issuer1919 Funds

Turnover4%

ROA3.49%

Inception DateMar 25, 2008

Total Assets36.44M

Expenses1.18%

Min. Investment1,000,000

Market Cap31.61B

CategoryFinancial

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1173	1122	1362	1084	1480	2531
Fund Return	17.25%	12.23%	36.24%	2.71%	8.16%	9.73%
Place in category	59	38	72	62	60	26
% in Category	58	37	72	66	66	42

Top Equity Funds by 1919 Funds

Name	Total Assets	YTD%	3Y%	10Y%
1919 Socially Responsive Balanced A	269.33M	15.18	5.74	9.04
1919 Financial Services A	66.61M	17.06	2.44	9.41
1919 Financial Services Fund Classc	18.78M	16.35	1.69	8.63

Top Funds for Financial Category

Name	Total Assets	YTD%	3Y%	10Y%
JNL/Mellon Capital Financial Sectoa	1.39B	9.90	4.64	9.55
Fidelity Select Brokerage & Invmt	1.04B	21.73	11.77	12.50
Fidelity Select Insurance Port	919.51M	29.12	19.03	13.48
T. Rowe Price Financial Services	873.97M	21.78	9.41	12.10
Vanguard Financials Index Adm	839.64M	20.85	8.22	11.36

Top Holdings

Name	ISIN	Weight %	Last	Change %
JPMorgan	US46625H1005	7.53	219.78	-1.42%
Chubb	CH0044328745	6.52	276.08	-0.48%
ICE	US45866F1049	4.40	154.49	-0.10%
Visa A	US92826C8394	4.34	291.85	+0.38%
Ameriprise Financial	US03076C1062	4.12	506.59	+0.18%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Strong Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Sell	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	1919 Financial Se.	31.250	-0.100	-0.32%