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Morningstar

SouthernSun U.S. Equity, N SSEFX

Morningstar Medalist Rating
Medalist Rating as of | See SouthernSun Investment Hub
  • NAV / 1-Day Return 14.12  /  0.28 %
  • Total Assets 45.6 Mil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.340%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 27%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis SSEFX

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

People Pillar

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

Strength in SouthernSun U.S. Equity, N's People Pillar is partially offset by an Average Process Pillar rating, leading to 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSEFX

More SSEFX Holdings
  • Current Portfolio Date
  • Equity Holdings 19
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 58.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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3,487,682
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Technology

Polaris Inc

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US Physical Therapy Inc

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Healthcare

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Boot Barn Holdings Inc

5.04
2,383,600
Consumer Cyclical