SSHVX – Sound Shore Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks growth of capital. The fund's Adviser seeks to meet the fund's investment objective of growth of capital by employing a value investment strategy to its selection of predominantly Large Cap and Mid Cap common stocks for the portfolio. The investment strategy is built upon three components: Disciplined Approach, Risk Aversion and Long-Term Orientation. While most of the fund's assets will be invested in domestic common stock, it may also invest in U.S. traded Large Cap and Mid Cap securities issued by companies organized outside the United States including American Depositary Receipts.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SSHFX	Sound Shore Fund, Inc Investor Class	No Load	Open			May 17, 1985	$512.82M	0.950%	Above Average	$10,000	−$74.32M
SSHVX	Sound Shore Fund, Inc Institutional Class	Institutional	Open			Dec 9, 2013	$444.40M	0.750%	Above Average	$1M	−$57.42M

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