Sound Shore Fund Investor Class (SSHFX)

46.50
Net Asset Value
+1.53%
1 Day
+1.33%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
0.91%
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-4.30% 3 years+7.78%
3 months+3.11% 5 years+13.59%
1 year+11.27% Since inception+11.27%
Data through --

Peer Comparisonvs. Large value

 SSHFXCategory
Performance 5-yr return+13.59%+13.33%
Expense ratio0.91%1.03%
Risk 5 year sharpe ratio1.251.25
Net assets$2.2B$3.0B
Average market cap$61.0B$101.0B
Average P/E21.820.4
Portfolio turnover46%46%

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Fund Management and Purchase Info

Fund familySound Shore
Fund manager & tenureHarry Burn / 32 Years
Minimal initial investment$10,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock80.57%
International stock15.43%
Cash4.00%
Fixed income0.00%
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
C Citigroup4.07%
BAC Bank of America3.96%
FDC First Data Corp3.52%
OXY Occidental Petroleum3.47%
TOT Total3.36%
MRK Merck3.29%
IP International Paper Co3.15%
TMO Thermo Fisher Scientific Inc3.14%
COF Capital One Financial3.09%
AR Antero Resources Corp3.06%