Morningstar

SouthernSun U.S. Equity Fund Class I SSEIX

Morningstar Medalist Rating
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Medalist Rating as of See SouthernSun Investment Hub
  • NAV / 1-Day Return $13.37  /  0.00
  • Fund Size $44.6M
  • Adjusted Expense Ratio 1.090%
  • Net Expense Ratio 1.090%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis SSEIX

Will SSEIX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SouthernSun U.S. Equity, I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Extreme Networks Inc

6.97 3M
Technology

Generac Holdings Inc

6.09 3M
Industrials

APi Group Corp

5.61 3M
Industrials

Boot Barn Holdings Inc

5.48 3M
Consumer Cyclical

Darling Ingredients Inc

5.44 3M
Consumer Defensive

Murphy USA Inc

5.40 3M
Consumer Cyclical

Crane NXT Co

5.06 3M
Industrials

Louisiana-Pacific Corp

4.98 2M
Industrials

Cash & Cash Equivalents

4.69 2M
Cash and Equivalents

Live Oak Bancshares Inc

4.57 2M
Financial Services

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