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SouthernSun Small Cap, N SSSFX

Quantitative rating as of
NAV / 1-Day Return
30.29  /  0.23 %
Total Assets
372.8 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.300%
Distribution Fee Level
Above Average
Share Class Type
No Load
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.04%
Turnover
45%

Morningstar’s Analysis SSSFX

Will SSSFX outperform in future?

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

Summary

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A sound investment process and strong management team underpin SouthernSun Small Cap, N's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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