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Sound Shore Institutional SSHVX

Analyst rating as of
NAV / 1-Day Return
35.56  /  0.34 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Average
Longest Manager Tenure
35.15 years
Category
US Fund Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.14%
Turnover
46%
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Morningstar’s Analysis

Will SSHVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillar’s below.

Less success in recent years, but strengths remain.

Senior Analyst

Summary

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Although Sound Shore's performance has slipped in recent years, its experienced management and reasonable approach should allow it to rebound. Still, the Morningstar Analyst Ratings for both share classes have been downgraded to Bronze.

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