Sound Shore Fund Investor Class (SSHFX)

45.53
Net Asset Value
-0.48%
1 Day
-0.78%
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+0.20% 3 years+6.43%
3 months-2.09% 5 years+10.46%
1 year+8.00% Since inception+10.92%
Data through --

Peer Comparisonvs. Large value

 SSHFXCategory
Performance 5-yr return+10.46%+10.32%
Expense ratio0.91%1.01%
Risk 5 year sharpe ratio0.940.94
Net assets$2.0B$2.9B
Average market cap$57.6B$103.7B
Average P/E17.716.5
Portfolio turnover44%44%

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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. stock81.19%
International stock14.13%
Cash4.68%
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
MRK Merck3.92%
C Citigroup3.74%
BAC Bank of America3.62%
AR Antero Resources Corp3.57%
TOT Total3.22%
COF Capital One Financial3.22%
FDC First Data Corp3.21%
PFE Pfizer3.16%
BRKB Berkshire Hathaway3.04%
CB Chubb Ltd3.02%