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Sound Shore Investor (SSHFX)
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44.42 - YTD Return 17.05%
- Expense Ratio 0.94%
- Category Large Value
- Last Cap Gain 25.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 1.04B
- Beta (5Y Monthly) 0.97
- Yield 0.57%
- 5y Average Return --
- Holdings Turnover 69.00%
- Last Dividend 0.27
- Inception Date May 17, 1985
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. The 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, it 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.
Sound Shore
Fund Family
Large Value
Fund Category
1.04B
Net Assets
1985-05-17
Inception Date
Performance Overview: SSHFX
Trailing returns as of 4/23/2024. Category is Large Value.
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Holdings: SSHFX
Top 10 Holdings (35.19% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSSHFX
Healthcare 21.75%
Technology 20.49%
Industrials 13.37%
Financial Services 13.35%
Consumer Cyclical 12.62%
Energy 7.92%
Utilities 4.93%
Basic Materials 2.93%
Consumer Defensive 2.63%
Real Estate 0.00%
Communication Services 0.00%
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