Sound Shore Fund Institutional Class
SSHVX
NASDAQ
| Weiss Ratings | SSHVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SSHVX-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 | SSHVX-NASDAQ | Click to Compare |
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| Fund Name | Sound Shore Fund Institutional Class | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 09, 2013 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SSHVX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.14% | |||
| Dividend | SSHVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.14% | |||
| Asset Allocation | SSHVX-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 | SSHVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.78% | |||
| 30-Day Total Return | 5.83% | |||
| 60-Day Total Return | 9.55% | |||
| 90-Day Total Return | 9.07% | |||
| Year to Date Total Return | 2.80% | |||
| 1-Year Total Return | 11.00% | |||
| 2-Year Total Return | 38.84% | |||
| 3-Year Total Return | 53.72% | |||
| 5-Year Total Return | 113.62% | |||
| Price | SSHVX-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 | SSHVX-NASDAQ | Click to Compare |
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| Nav | $39.90 | |||
| 1-Month Low NAV | $38.01 | |||
| 1-Month High NAV | $39.90 | |||
| 52-Week Low NAV | $33.75 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $51.05 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | SSHVX-NASDAQ | Click to Compare |
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| Beta | 1.10 | |||
| Standard Deviation | 18.74 | |||
| Balance Sheet | SSHVX-NASDAQ | Click to Compare |
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| Total Assets | 916.04M | |||
| Operating Ratios | SSHVX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 77.00% | |||
| Performance | SSHVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.01% | |||
| Last Bear Market Total Return | -13.41% | |||