Sound Shore's valuation-conscious approach has been out of favor for awhile, but the fund still has experienced and knowledgeable management dedicated to a single, logical style. The Morningstar Analyst Rating for the investor share class remains at Bronze, while its cheaper institutional shares receive a Silver rating.
Sound Shore Investor SSHFX
NAV / 1-Day Return
50.49
/
1.28
%
Total Assets
1.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.930%
Expense Ratio
0.930%
Fee Level
Above Average
Longest Manager Tenure
36.56
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
10,000
Status
Open
TTM Yield
0.51%
Turnover
77%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will SSHFX outperform in 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 SSHFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SSHFX 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 SSHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Dedicated to their value beliefs.
