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1919 Financial Services Fund Cl I: (MF: LMRIX)

(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET

$29.20 USD

-0.11 (-0.38%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for LMRIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
1919 Financial Services I LMRIX NA NA 0.00 0.00 0.80 1.21

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Legg Mason Financial Services A SBFAX 28.87 2/28/2000 0.68 20.43 6.50 13.30
Legg Mason Financial Services C SFSLX 24.92 2/28/2000 0.00 19.51 5.72 12.47
Legg Mason Financial Services I LMRIX 29.20 10/14/2008 0.90 20.71 6.77 13.59

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
1919 Financial Services I LMRIX 1000000 0 1000000 A

Contact Information

Family 1919 Funds
Address 640 Fifth Avenue, 9th Floor
New York, NY 10019
Phone 866 566-0425