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Sound Shore Investor (SSHFX) Fund Ranking and Research

Ranking, Research and Recommendation of Sound Shore Investor (SSHFX) Fund

    Last Trade: $47.40 on 5/26/2017, Change: +0.05 (0.11%)

 

Graph of Sound Shore Investor Fund (SSHFX) ManagerFund Manager - Harry P. Burn III

Fund Manager Information

Fund Manager Tenure: 32.1 years
Fund Family: Sound Shore
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Sound Shore Investor Fund (SSHFX) ProfileSound Shore Investor Fund (SSHFX) Profile

Fund Profile and Description

Sound Shore Investor Fund seeks growth of capital. Sound Shore Investor 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. 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 Investor (SSHFX) Fund Strength What we like about Sound Shore Investor (SSHFX) Fund

Data for Sound Shore Investor Fund (SSHFX) as of May 30, 2016

  • Sound Shore Investor Fund (SSHFX) management has been with Sound Shore Investor Fund for 32.1 years
  • Sound Shore Investor Fund (SSHFX) has good mid-term performance (3-year return 9.54% vs 7.81% Large Value category median performance)
  • Sound Shore Investor Fund (SSHFX) has good Long-term performance (5-year return 10.52% vs 9.15% Large Value category median performance)
  • Sound Shore Investor Fund (SSHFX) ratio of up-years vs down years is greater than 2
  • Sound Shore Investor Fund (SSHFX) has a Morningstar rating of 4 and above
  • Asset base in Sound Shore Investor Fund (SSHFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Sound Shore Investor Fund (SSHFX) has an annual stock turnover rate of 39.00% vs Large Value average of 44.24%. It is good that Sound Shore Investor management does not trade extensively for its return.
  • Sound Shore Investor Fund (SSHFX) has a lower expense ratio than its Large Value average: 0.93% vs 1.10%
  • Sound Shore Investor Fund (SSHFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Sound Shore Investor Fund (SSHFX) Weakness What we are cautious about Sound Shore Investor (SSHFX) Fund

Data for Sound Shore Investor Fund (SSHFX) as of May 30, 2016

  • Sound Shore Investor Fund (SSHFX) has a less-than-ideal short-term performance (1-year return -3.58% vs -2.36% Large Value category median performance)
  • Sound Shore Investor Fund (SSHFX) is less safe compared to its Large Value peers
  • Sound Shore Investor Fund (SSHFX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.25 that is higher than category average of 11.7
See Sound Shore Investor Fund (SSHFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Sound Shore Investor Fund (SSHFX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Sound Shore Investor4.72-3.589.5410.52
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Sound Shore Investor Fund (SSHFX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Sound Shore Investor Fund (SSHFX) Net Asset TrackingSound Shore Investor (SSHFX) Fund Net Asset

Track net asset change of Sound Shore Investor fund (SSHFX)

DateNet Asset
05/2016$1.91B
03/2016$1.88B
02/2016$1.76B
More historic net asset information on Sound Shore Investor Fund (SSHFX)

  

Graph of Sound Shore Investor Fund (SSHFX) Portfolio TrackingSound Shore Investor (SSHFX) Fund Portfolio Allocation

Track portfolio allocation change of Sound Shore Investor fund (SSHFX)

DateCashStockBondOther
03/20163.08%96.92%0%0%
12/20152.19%97.81%0%0%
09/20154.81%93.53%0%1.66%
Click here to see more historic asset allocation information on Sound Shore Investor Fund (SSHFX)

 

graph of Sound Shore Investor Fund (SSHFX) Top 10 Position TrackingTop 10 Holdings in Sound Shore Investor (SSHFX) Fund

Discover what Sound Shore Investor Fund (SSHFX) manager is buying

Mar 30, 2016
Merck & Company, Inc. Common St [3.44%]
Oracle Corporation Common Stock [3.36%]
Microsoft Corporation [3.28%]
International Paper Company Com [3.12%]
Flextronics International Ltd. [3.09%]
Capital One Financial Corporati [3%]
CBS Corporation Class B Common [2.97%]
CIT Group Inc (DEL) Common Stoc [2.84%]
Analog Devices, Inc. [2.84%]
Invesco Ltd Common Stock [2.72%]

Dec 30, 2015
Thermo Fisher Scientific Inc Co [3.44%]
CIT Group Inc (DEL) Common Stoc [3.3%]
Microsoft Corporation [3.22%]
Citigroup, Inc. Common Stock [3.19%]
Oracle Corporation Common Stock [3.18%]
Merck & Company, Inc. Common St [3.17%]
Applied Materials, Inc. [3.11%]
Aon plc Class A Ordinary Shares [3.07%]
Bank of America Corporation Com [3.02%]
Agilent Technologies, Inc. Comm [2.94%]

Sep 29, 2015
CIT Group Inc (DEL) Common Stoc [3.28%]
Aon plc Class A Ordinary Shares [3.17%]
Thermo Fisher Scientific Inc Co [3.15%]
Texas Instruments Incorporated [3.1%]
Oracle Corporation Common Stock [3.1%]
Bank of America Corporation Com [3.04%]
Citigroup, Inc. Common Stock [3.02%]
American International Group, I [2.98%]
Merck & Company, Inc. Common St [2.93%]
General Electric Company Common [2.93%]
Click here for Stock Holding Change Map in Sound Shore Investor Fund (SSHFX)

  

Latest News on Sound Shore Investor (SSHFX) Fund

See what is happening with Sound Shore Investor Fund (SSHFX)

 

Sound Shore Investor Fund (SSHFX) Related ResourcesSee more information on Sound Shore Investor (SSHFX) Fund

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