7. 1919 Socially Responsive Balanced Fund
This fund employs a value investing strategy in which it seeks out socially responsible companies with attractive valuations. SSIAX invests 70% of its assets inequities in the United States and 30% in investment-grade debt. Microsoft Corp. (MSFT), Apple Inc. (AAPL), Alphabet Inc. (GOOG, GOOGL), and Amazon.com Inc. are among the fund’s top holdings.
As the US economy recovers from the coronavirus pandemic, the fund has taken advantage of growth opportunities. It has done so by investing in companies like Walt Disney Co. (DIS) and Visa Inc. (V), which are expected to see increased consumer spending. SSIAX investors would be holding a fund with a strong reputation for responsible investing and a strong sustainability profile.