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Sound Shore Investor SSHFX

Medalist Rating as of | See Sound Shore Investment Hub
  • NAV / 1-Day Return 43.48  /  +0.65 %
  • Total Assets 977.0 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.60%
  • Turnover 72%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 10:36 PM GMT+0

Morningstar’s Analysis SSHFX

Will SSHFX outperform in future?

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

A mixed record here.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Sound Shore's managers and analysts boast an extraordinary level of experience and stability, but a lack of downside protection has contributed to so-so performance for the mutual fund and nearly identical separate account over the long run. The strategy’s People rating remains Above Average, while its Process rating has been downgraded to Average from Above Average.

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Portfolio Holdings SSHFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TotalEnergies SE ADR

3.88 32.7 Mil
Energy

Flex Ltd

3.71 31.3 Mil
Technology

Wells Fargo & Co

3.60 30.4 Mil
Financial Services

Vistra Corp

3.52 29.7 Mil
Utilities

Capital One Financial Corp

3.28 27.7 Mil
Financial Services

Avantor Inc

3.11 26.2 Mil
Basic Materials

First American Government Obligs Z

3.10 26.2 Mil
Cash and Equivalents

GE HealthCare Technologies Inc Common Stock

3.07 25.9 Mil
Healthcare

General Motors Co

3.02 25.5 Mil
Consumer Cyclical

PVH Corp

3.01 25.4 Mil
Consumer Cyclical