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Sound Shore Institutional SSHVX

Analyst rating as of
NAV / 1-Day Return
32.71  /  1.30 %
Total Assets
905.6 Mil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Average
Longest Manager Tenure
37.37 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.12%
Turnover
44%

Morningstar’s Fund Analysis SSHVX

Will SSHVX outperform in future?

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

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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