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.
Morningstar’s Fund Analysis SSHVX
Will SSHVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSHVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the SSHVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of SSHVX’s parent organization’s priorities and whether they’re in line with investors’ interests.