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.
Sound Shore Investor SSHFX
- NAV / 1-Day Return 44.57 / −0.78 %
- Total Assets 1.0 Bil
-
Adj. Expense Ratio
- 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 0.57%
- Turnover 69%
USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 9:41 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.
People Pillar
Parent Pillar
- 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 |