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Morningstar

SouthernSun Small Cap, I SSSIX

Morningstar Medalist Rating
Medalist Rating as of | See SouthernSun Investment Hub
  • NAV / 1-Day Return 26.97  /  −0.81 %
  • Total Assets 296.6 Mil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 40%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SSSIX

Will SSSIX 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 SSSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSSIX 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 SSSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

SouthernSun Small Cap, I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 SSSIX

More SSSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dycom Industries Inc

7.20 21.9 Mil
Industrials

Darling Ingredients Inc

6.79 20.6 Mil
Consumer Defensive

Enerpac Tool Group Corp Class A

5.54 16.8 Mil
Industrials

Live Oak Bancshares Inc

5.35 16.2 Mil
Financial Services

MGP Ingredients Inc

5.29 16.1 Mil
Consumer Defensive

US Physical Therapy Inc

5.06 15.4 Mil
Healthcare

AGCO Corp

4.76 14.5 Mil
Industrials

Belden Inc

4.75 14.4 Mil
Technology

The Timken Co

4.58 13.9 Mil
Industrials

The Brink's Co

4.52 13.7 Mil
Industrials