Morningstar

SouthernSun Small Cap Fund Class I SSSIX

Morningstar Medalist Rating
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Medalist Rating as of See SouthernSun Investment Hub
  • NAV / 1-Day Return $27.42  /  −0.04 %
  • Fund Size $228.1M
  • Adjusted Expense Ratio 1.090%
  • Net Expense Ratio 1.090%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis SSSIX

Will SSSIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SouthernSun Small Cap, I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SSSIX

More SSSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Extreme Networks Inc

7.10 18M
Technology

Dorman Products Inc

6.31 16M
Consumer Cyclical

Louisiana-Pacific Corp

6.26 16M
Industrials

Boot Barn Holdings Inc

5.88 15M
Consumer Cyclical

Crane NXT Co

5.71 15M
Industrials

Murphy USA Inc

5.68 14M
Consumer Cyclical

Darling Ingredients Inc

5.49 14M
Consumer Defensive

Enerpac Tool Group Corp Class A

5.32 14M
Industrials

Live Oak Bancshares Inc

4.92 13M
Financial Services

AGCO Corp

4.89 12M
Industrials

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