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SouthernSun Small Cap, N SSSFX

Medalist Rating as of | See SouthernSun Investment Hub
  • NAV / 1-Day Return 26.43  /  +0.72 %
  • Total Assets 300.2 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • 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
  • Turnover 40%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis SSSFX

Will SSSFX outperform in future?

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

A drop in People Pillar rating is the primary driver of SouthernSun Small Cap, N's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings SSSFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 53.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dycom Industries Inc

7.20 21.9 Mil
Industrials

Darling Ingredients Inc

6.79 20.6 Mil
Consumer Defensive

Enerpac Tool Group Corp Class A

5.54 16.8 Mil
Industrials

Live Oak Bancshares Inc

5.35 16.2 Mil
Financial Services

MGP Ingredients Inc

5.29 16.1 Mil
Consumer Defensive

US Physical Therapy Inc

5.06 15.4 Mil
Healthcare

AGCO Corp

4.76 14.5 Mil
Industrials

Belden Inc

4.75 14.4 Mil
Technology

The Timken Co

4.58 13.9 Mil
Industrials

The Brink's Co

4.52 13.7 Mil
Industrials