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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 46.04  /  +0.26 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.59%
  • Turnover 69%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:28 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.

Sound Shore Promotes Two Analysts to Manager; Founders to Step Back

null Gregg Wolper

Gregg Wolper

Analyst Note

Sound Shore Management announced on May 1 that longtime analysts David Bilik and Peter Evans, who have been at the firm for 21 and 19 years, respectively, have been promoted to portfolio manager of the firm’s sole mutual fund, Sound Shore. They join John DeGulis, Harry Burn, and Gibbs Kane as managers.

by Gregg Wolper
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 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PVH Corp

4.03 41.8 Mil
Consumer Cyclical

Wells Fargo & Co

3.95 41.0 Mil
Financial Services

Capital One Financial Corp

3.89 40.3 Mil
Financial Services

Flex Ltd

3.77 39.2 Mil
Technology

General Motors Co

3.71 38.5 Mil
Consumer Cyclical

Teva Pharmaceutical Industries Ltd ADR

3.69 38.3 Mil
Healthcare

Fidelity National Information Services Inc

3.36 34.9 Mil
Technology

First American Government Obligs Z

3.04 31.6 Mil
Cash and Equivalents

Vistra Corp

3.00 31.1 Mil
Utilities

Organon & Co Ordinary Shares

2.91 30.2 Mil
Healthcare