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SouthernSun U.S. Equity, I SSEIX

Medalist Rating as of | See SouthernSun Investment Hub
  • NAV / 1-Day Return 13.48  /  0.30 %
  • Total Assets 47.8 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 0.35%
  • Turnover 39%

Morningstar’s Analysis SSEIX

Will SSEIX outperform in future?

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

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.

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Portfolio Holdings SSEIX

  • Current Portfolio Date
  • Equity Holdings 21
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 55.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.37
3,538,442
Industrials
6.82
3,270,252
Consumer Defensive
6.66
3,193,857
Technology
5.33
2,556,252
Industrials
5.26
2,525,659
Consumer Defensive
4.99
2,393,983
Industrials
4.83
2,315,696
Consumer Cyclical
4.74
2,274,106
Healthcare
4.67
2,239,165
Industrials
4.66
2,235,953
Industrials