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Morningstar

Sound Shore Investor SSHFX

Morningstar Medalist Rating
Medalist Rating as of | See Sound Shore Investment Hub
  • NAV / 1-Day Return 43.82  /  +0.60 %
  • Total Assets 973.8 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 0.57%
  • Turnover 69%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 9:21 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSHFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings SSHFX

More SSHFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PVH Corp

4.02 36.3 Mil
Consumer Cyclical

Capital One Financial Corp

3.93 35.5 Mil
Financial Services

First American Government Obligs Z

3.85 34.8 Mil
Cash and Equivalents

Wells Fargo & Co

3.85 34.8 Mil
Financial Services

Flex Ltd

3.65 33.0 Mil
Technology

General Motors Co

3.37 30.5 Mil
Consumer Cyclical

Teva Pharmaceutical Industries Ltd ADR

3.14 28.4 Mil
Healthcare

Huntington Ingalls Industries Inc

3.13 28.3 Mil
Industrials

Fidelity National Information Services Inc

3.13 28.3 Mil
Technology

Micron Technology Inc

3.11 28.1 Mil
Technology