| Fund Inception | 11/16/1998 |
| Name of Issuer | 1919 Funds |
| Fund Advisor(s) | 1919 Investment Counsel, LLC |
| Sub-Advisor(s) | -- |
Fund Managers for SBFAX
Charles King
Portfolio Manager since 03/31/2017
Mr. King, a portfolio manager at 1919 since 1998 and 1919’s chief investment officer since January 2011, leads 1919’s Philadelphia office and manages investment portfolios for individual and institutional clients. Before joining 1919, he was a senior portfolio manager at CoreStates Family Wealth Group.
John Helfst
Portfolio Manager since 10/01/2022
Mr. Helfst, a Financial Services Research Analyst at 1919 since June 2022, has more than 26 years of experience focused on financial services and real estate. Prior to joining 1919 he was a financial services research analyst and portfolio manager at Voya (formerly ING) Investment Management since 2015.