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Sound Shore Institutional SSHVX

Analyst rating as of
NAV / 1-Day Return
52.83  /  0.96 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Average
Longest Manager Tenure
36.43 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.58%
Turnover
77%
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Morningstar’s Analysis

Will SSHVX outperform in future?

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

Dedicated to their value beliefs.

Senior Analyst

Summary

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Sound Shore's valuation-conscious approach has been out of favor for awhile, but the fund still has experienced and knowledgeable management dedicated to a single, logical style. The Morningstar Analyst Rating for the investor share class remains at Bronze, while its cheaper institutional shares receive a Silver rating.

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