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Morningstar

SouthernSun U.S. Equity, I SSEIX

Morningstar Medalist Rating
Medalist Rating as of | See SouthernSun Investment Hub
  • NAV / 1-Day Return 13.80  /  +1.32 %
  • Total Assets 48.1 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.31%
  • Turnover 39%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SSEIX

Will SSEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

SouthernSun U.S. Equity, I's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSEIX

More SSEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dycom Industries Inc

7.37 3.5 Mil
Industrials

Darling Ingredients Inc

6.82 3.3 Mil
Consumer Defensive

Broadridge Financial Solutions Inc

6.66 3.2 Mil
Technology

Watsco Inc Class A

5.33 2.6 Mil
Industrials

MGP Ingredients Inc

5.26 2.5 Mil
Consumer Defensive

Louisiana-Pacific Corp

4.99 2.4 Mil
Industrials

Boot Barn Holdings Inc

4.83 2.3 Mil
Consumer Cyclical

US Physical Therapy Inc

4.74 2.3 Mil
Healthcare

AGCO Corp

4.67 2.2 Mil
Industrials

The Brink's Co

4.66 2.2 Mil
Industrials