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Sound Shore Institutional (SSHVX)

38.12
-0.04
(-0.10%)
At close: 8:02:14 PM EDT
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  • Previous Close 38.16
  • YTD Return -6.88%
  • Expense Ratio 0.75%
  • Category Large Value
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 859.53M
  • Beta (5Y Monthly) 1.08
  • Yield 1.18%
  • 5y Average Return --
  • Holdings Turnover 77.00%
  • Last Dividend 0.54
  • Inception Date May 17, 1985

The fund's Adviser seeks to meet the fund's investment objective of growth of capital by employing a value investment strategy to its selection of predominantly Large Cap and Mid Cap common stocks for the portfolio. The investment strategy is built upon three components: Disciplined Approach, Risk Aversion and Long-Term Orientation. While most of the fund's assets will be invested in domestic common stock, it may also invest in U.S. traded Large Cap and Mid Cap securities issued by companies organized outside the United States including American Depositary Receipts.

Sound Shore

Fund Family

Large Value

Fund Category

859.53M

Net Assets

1985-05-17

Inception Date

More about Sound Shore Institutional

Performance Overview: SSHVX

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Trailing returns as of 5/16/2025. Category is Large Value.

YTD Return

SSHVX
6.88%
Category
4.44%
 

1-Year Return

SSHVX
2.31%
Category
14.37%
 

3-Year Return

SSHVX
8.97%
Category
6.04%
 

5-Year Return

SSHVX
15.19%
Category
9.20%
 

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Holdings: SSHVX

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Sector Weightings

SectorSSHVX
Healthcare   28.13%
Financial Services   18.04%
Energy   9.44%
Technology   9.26%
Consumer Cyclical   7.19%
Industrials   6.38%
Basic Materials   5.79%
Consumer Defensive   5.65%
Communication Services   5.31%
Utilities   4.82%
Real Estate   0.00%
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Recent News: SSHVX

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Research Reports: SSHVX

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