| 41.26 Net Asset Value | -1.36% 1 Day | +18.19% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 0.94% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.81% | 3 years | +16.64% | |
| 3 months | +8.75% | 5 years | +4.07% | |
| 1 year | +36.85% | Since inception | +11.01% |
| SSHFX | Category | |
|---|---|---|
| Performance 5-yr return | +4.07% | +4.49% |
| Expense ratio | 0.94% | 1.20% |
| Risk 5 year sharpe ratio | 0.31 | 0.30 |
| Net assets | $1.7B | $2.2B |
| Average market cap | $39.9B | $55.9B |
| Average P/E | 17.1 | 14.7 |
| Portfolio turnover | 56% | 56% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Sound Shore |
| Fund manager & tenure | Harry Burn III / 28 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 20.35% |
| Financial service | 19.99% |
| Healthcare | 14.36% |
| Hardware | 8.65% |
| Consumer service | 7.51% |
| AIG American International Group Inc | 2.85% |
| SNY Sanofi ADR | 2.81% |
| TXN Texas Instruments, Inc. | 2.81% |
| MSFT Microsoft Corporation | 2.80% |
| NVS Novartis AG ADR | 2.79% |
| AON Aon plc | 2.79% |
| BP BP PLC ADR | 2.75% |
| GE General Electric Co | 2.71% |
| BAC Bank of America Corporation | 2.70% |
| TMO Thermo Fisher Scientific Inc | 2.67% |
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