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Morningstar

Sound Shore Investor SSHFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 38.48  /  0.03 %
  • Total Assets 984.7 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.97%
  • Turnover 44%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 10:52 PM GMT+00:00

Morningstar’s Analysis SSHFX

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.

A consistent value approach that has its ups and downs.

Senior Analyst

Summary

| by Gregg Wolper

Sound Shore Fund’s deeply experienced manager and analyst team implanting a sensible and consistent value strategy continue to merit a Morningstar Analyst Rating of Bronze for the investor shares and Silver for the institutional shares.

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