Sound Shore Fund, Inc Investor Class SSHFX

Morningstar Medalist Rating
  • NAV / 1-Day Return$44.52  /  −1.26%
  • Fund Size$991.0M
  • Adjusted Expense Ratio0.950%
  • Net Expense Ratio0.950%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$10,000
  • Investment StatusOpen
  • TTM Yield0.71%
  • Turnover Ratio77%

Morningstar’s Analysis SSHFX

Will SSHFX outperform in the future?

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

An experienced crew dedicated to their long-held value style.

 Gregg Wolper

Gregg Wolper

Summary

Although Sound Shore Fund's managers consistently maintain the value-oriented approach that's been in place here for decades, performance swings are sometimes the result.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSHFX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Teva Pharmaceutical Industries Ltd

4.8747M
Healthcare

Qualcomm Inc

3.8036M
Technology

TE Connectivity PLC Registered Shares

3.7135M
Technology

The Walt Disney Co

3.1030M
Communication Services

Smurfit WestRock PLC

2.9628M
Consumer Cyclical

Regeneron Pharmaceuticals Inc

2.9128M
Healthcare

NXP Semiconductors NV

2.8527M
Technology

Omnicom Group Inc

2.8227M
Communication Services

BP PLC ADR

2.8027M
Energy

IQVIA Holdings Inc

2.7526M
Healthcare

Sponsor Center