Morningstar

SouthernSun Small Cap Fund Class N SSSFX

Medalist Rating as of Aug 31, 2026 See SouthernSun Investment Hub

Strategy

The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, measured at the time of purchase in small-capitalization securities. The fund typically invests in 20-40 companies that the Adviser believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified.

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
SSSFX	SouthernSun Small Cap Fund Class N	No Load	Open			Oct 1, 2003	$22.63M	1.340%	High	$2,000	−$6.84M
SSSIX	SouthernSun Small Cap Fund Class I	Institutional	Open			Sep 30, 2009	$205.43M	1.090%	High	$100,000	−$52.73M

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