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Sound Shore Fund Investor Class (SSHFX)

46.15
Net Asset Value
+0.07%
1 Day
-5.41%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
0.92%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective 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, 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.

Performance

1 month-5.78% 3 years+17.20%
3 months-8.40% 5 years+14.83%
1 year-3.76% Since inception+11.27%
Data through --

Peer Comparisonvs. Large value

 SSHFXCategory
Performance 5-yr return+14.83%+15.03%
Expense ratio0.92%1.13%
Risk 5 year sharpe ratio1.091.12
Net assets$2.4B$2.5B
Average market cap$44.9B$82.1B
Average P/E19.116.4
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familySound Shore
Fund manager & tenureHarry Burn III / 30 Years
Minimal initial investment$10,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock83.94%
International stock11.00%
Cash4.90%
Fixed income0.15%
Other0.00%
Top 5 Sectors
Portfolio weighting
Energy 20.35%
Financial service 19.99%
Healthcare 14.36%
Hardware 8.65%
Consumer service 7.51%
Top 10 Holdings
Portfolio weighting
AES AES Corp3.26%
GE General Electric3.05%
TMO Thermo Fisher Scientific Inc3.04%
AIG AIG2.93%
AON Aon PLC2.91%
BP BP2.91%
C Citigroup2.90%
BAC Bank of America2.88%
COF Capital One Financial2.87%
ORCL Oracle2.84%

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