1919 Financial Services Fund Class I

The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end funds or ETFs.

The current price of LMRIX fund is 29.33 USD — it has increased by 0.41% in the past 24 hours. Watch LMRIX fund price performance more closely on the advanced chart.

LMRIX fund has decreased by 0.00% in the past week, has decreased by -2.23% in the past month, and has increased by 9.03% in the past year. See more data on LMRIX fund chart.

As of 21 Jun 2025, the largest holdings include JPMorgan Chase Co, Chubb Ltd, Visa Inc, Berkshire Hathaway Inc, Coastal Financial Corp/WA, Intercontinental Exchange Inc. See the full list of LMRIX fund holdings.

The LMRIX fund consists of 10 holdings, including JPMorgan Chase Co, Chubb Ltd, Visa Inc and others. See the full list of LMRIX fund holdings.

As of 21 Jun 2025, the LMRIX fund consists of 10 holdings. See the full list of LMRIX fund holdings.

The LMRIX fund sectors include - and more.

The easiest way to buy LMRIX fund is through an online broker. Some of the popular names are Vanguard, Fidelity, Schwab. Simply open an account, follow the procedures, and start trading. Alternatively, you can practice trading FUNDSs on Profit.com in Playtrade Tournaments or choose a recommended broker to trade directly.