Sound Shore
Two Portland Square Portland ME 04101-4049
Map
Phone: 800-551-1980
| Category: | Large Value | | Fund Family: | Sound Shore | | Net Assets: | 2.02B | | Year-to-Date Return: | 19.94% | | Yield: | 1.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-May-85 |
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Harry Burn III
Lead Manager since
03-May-85 | | | Burn is chairman and director of Sound Shore Management , and joined the firm in 1978. Burn holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks growth of capital. The fund invests primarily in equity securities selected on the basis of fundamental value. It predominately invests in large and mid capitalization common stocks. The fund may invest assets in other types of securities such as corporate debt securities, preferred stock and convertible securities. |
| Last Dividend
(25-Jun-09):
| 0.15 | | Last Cap Gain
(27-Dec-07):
| 4.33 | | Annual Holdings Turnover
| 111.00% | | Average for Category:
| 75.44% |
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| Expense | SSHFX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 293 | $638 | | 5 Yr Expense Projection*: |
$ 509 | $966 | | 10 Yr Expense Projection*: |
$ 1,131 | $1,855 |
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1.28% Nasdaq 
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