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Sound Shore Institutional (SSHVX)
36.61
+0.48
+(1.33%)
At close: 8:02:14 PM EDT
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36.13 - 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
Performance Overview: SSHVX
View MoreTrailing returns as of 5/7/2025. Category is Large Value.
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Holdings: SSHVX
View MoreTop 10 Holdings (32.93% of Total Assets)
SymbolCompany% Assets
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%
Recent News: SSHVX
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