SouthernSun Small Cap Investor (SSSFX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.22%|
Performance & Risk
|5y Avg Return:||37.25%|
|Rank in Category (ytd):||39|
|% Rank in Category (ytd):||5.26%|
|Morningstar Risk Rating:||5|
The investment seeks to provide long-term capital appreciation.
The fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in small cap securities. It defines small cap securities to include securities of issuers with a market capitalization within the capitalization range of companies in the Russell 2000Â® Index. The fund invests in 20-40 companies the adviser believes are niche dominant, attractively-valued with financial flexibility and uniquely-fitted management teams. It is non-diversified. View More