Sound Shore Fund Investor Class
SSHFX
NASDAQ
| Weiss Ratings | SSHFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SSHFX-NASDAQ | Click to Compare |
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| Provider | Sound Shore | |||
| Manager/Tenure (Years) | John P DeGulis (21), David B Bilik (1), Peter B Evans (1) | |||
| Website | http://www.soundshorefund.com | |||
| Fund Information | SSHFX-NASDAQ | Click to Compare |
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| Fund Name | Sound Shore Fund Investor Class | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 17, 1985 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 10,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SSHFX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.07% | |||
| Dividend | SSHFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.14% | |||
| Asset Allocation | SSHFX-NASDAQ | Click to Compare |
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| Cash | 3.68% | |||
| Stock | 96.32% | |||
| U.S. Stock | 82.01% | |||
| Non-U.S. Stock | 14.31% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SSHFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.78% | |||
| 30-Day Total Return | 5.80% | |||
| 60-Day Total Return | 9.51% | |||
| 90-Day Total Return | 8.99% | |||
| Year to Date Total Return | 2.69% | |||
| 1-Year Total Return | 10.79% | |||
| 2-Year Total Return | 38.28% | |||
| 3-Year Total Return | 52.75% | |||
| 5-Year Total Return | 111.56% | |||
| Price | SSHFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SSHFX-NASDAQ | Click to Compare |
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| Nav | $39.17 | |||
| 1-Month Low NAV | $37.31 | |||
| 1-Month High NAV | $39.17 | |||
| 52-Week Low NAV | $33.14 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $50.32 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | SSHFX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 18.74 | |||
| Balance Sheet | SSHFX-NASDAQ | Click to Compare |
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| Total Assets | 916.04M | |||
| Operating Ratios | SSHFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 77.00% | |||
| Performance | SSHFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.87% | |||
| Last Bear Market Total Return | -13.44% | |||