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Sound Shore Investor (SSHFX)

43.12 -0.13 (-0.30%)
At close: 8:08:33 PM EDT
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  • Previous Close 43.25
  • YTD Return 5.21%
  • Expense Ratio 0.95%
  • Category Large Value
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Net Assets 955.2M
  • Beta (5Y Monthly) 0.89
  • Yield 0.72%
  • 5y Average Return --
  • Holdings Turnover 77.00%
  • Last Dividend 0.19
  • Inception Date Dec 9, 2013

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

955.2M

Net Assets

2013-12-09

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Large Value.

YTD Return

SSHFX
5.21%
Category
4.44%

1-Year Return

SSHFX
13.45%
Category
14.37%

3-Year Return

SSHFX
19.67%
Category
6.04%

5-Year Return

SSHFX
10.92%
Category
9.20%

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