Morningstar

Sound Shore Fund, Inc Investor Class SSHFX

Morningstar Medalist Rating
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Medalist Rating as of See Sound Shore Investment Hub
  • NAV / 1-Day Return $42.18  /  −0.05 %
  • Fund Size $960.8M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.72%
  • Turnover Ratio 77%
NAV and 1-Day Return as of

Morningstar’s Analysis SSHFX

Will SSHFX 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 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.

This strategy remains in capable hands.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Despite the changes in listed managers, Sound Shore fund retains much experience and continuity as it faces a challenging investment environment.

by Gregg Wolper
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Portfolio Holdings SSHFX

More SSHFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Utilities

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