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Sound Shore Institutional (SSHVX)

49.22 +0.06 (+0.12%)
At close: 8:01:08 PM EST

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
10

Broker Availability

  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Schwab Institutional
  • JPMorgan
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Commonwealth Universe
  • ADP Access
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • ADP Advisor Access 3(21) Tier 2
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

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

Performance & Risk

YTD Return 23.84%
5y Average Return 11.99%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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