Morningstar

SouthernSun U.S. Equity Fund Class N SSEFX

Medalist Rating as of Aug 31, 2026 See SouthernSun Investment Hub

Strategy

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities (common stocks) of U.S. companies. The Adviser seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that the Adviser selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SSEFX	SouthernSun U.S. Equity Fund Class N	No Load	Open			Apr 10, 2012	$2.55M	1.340%	High	$2,000	−$391,452.78
SSEIX	SouthernSun U.S. Equity Fund Class I	Institutional	Open			Apr 10, 2012	$42.08M	1.090%	High	$100,000	$760,337.60

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