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Sound Shore Institutional (SSHVX)
At close: 8:01:08 PM EST
Fund Summary
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 Institutional
Columbus, OH 43219
3435 Stelzer Road
Fund Overview
| Category | Large Value |
| Fund Family | Sound Shore |
| Net Assets | 1.07B |
| YTD Return | 28.58% |
| Yield | 0.78% |
| Morningstar Rating | |
| Inception Date | Dec 09, 2013 |
Fund Operations
| Last Dividend | 0.28 |
| Last Cap Gain | 25.00 |
| Holdings Turnover | 69.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | SSHVX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.75% | 0.90% |
| Prospectus Net Expense Ratio | 0.75% | -- |
| Prospectus Gross Expense Ratio | 0.86% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | -- |
| Max Deferred Sales Load | -- | -- |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Morningstar Style Box
Morningstar Category
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