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Morningstar

Sound Shore Investor SSHFX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
32.36  /  1.28 %
Total Assets
893.9 Mil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Above Average
Longest Manager Tenure
37.38 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
10,000
Status
Open
TTM Yield
1.03%
Turnover
44%

Morningstar’s Fund 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.

Senior Analyst

Summary

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Sound Shore’s long-tenured manager and analyst team consistently implement a sound, patient value strategy. The Morningstar Analyst Rating for the Investor share class remains at Bronze, while its cheaper Institutional shares are rated Silver.

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