Sound Shore Investor (SSHFX)
* As of 30-Nov-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.93%|
Performance & Risk
|5y Avg Return:||15.22%|
|Rank in Category (ytd):||23|
|% Rank in Category (ytd):||1.78%|
|Morningstar Risk Rating:||4|
The investment seeks growth of capital.
The fund's Adviser seeks to meet the fund's investment objective of growth of capital by employing a value investment strategy to its selection of predominantly Large Cap and Mid Cap common stocks for the portfolio. That investment strategy is built upon three components: Disciplined Approach, Risk Aversion and Long-Term Orientation. While most of the fund's assets will be invested in domestic common stock, the fund may also invest in U.S. traded Large Cap and Mid Cap securities issued by companies organized outside the United States including American Depositary Receipts. View More