SESLX

About SESLX

1919 Socially Responsive Balanced Fund Class C is a balanced mutual fund designed to provide a high total return by investing in a combination of equities and fixed income securities. Its primary objective is to achieve this return through a socially responsible investment approach, focusing on companies and issuers that demonstrate strong social, environmental, and governance practices. Typically, the fund allocates about 70% of its assets to U.S. stocks—favoring large growth-oriented companies—while the remaining 30% is invested in investment-grade U.S. debt instruments, with selective exposure to foreign equities and bonds for added diversification. The fund undergoes disciplined asset allocation, adjusting sector weights in response to market conditions, as seen in recent tactical tilts toward financial services and away from consumer discretionary stocks. In fixed income, it emphasizes a relatively short duration and is typically overweight in high-quality corporate bonds compared to Treasuries. The fund stands out in the market by integrating fundamental financial research with environmental, social, and governance screening, aiming to support companies that align with positive social values while maintaining strong risk management and portfolio diversification practices.