SSEIX : AMG SouthernSun U.S. Equity Fund Class I

SSEIX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

SSEIX

AMG SouthernSun U.S. Equity Fund Class I

FI Score

31 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

31% FI Score
  • sseix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

AMG SouthernSun U.S. Equity Fund Class I

Expenses: 0.94% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in equity securities (common stocks) of U.S. companies. SouthernSun Asset Management, LLC seeks to achieve the fund's investment objective by investing primarily in common stocks of small to middle capitalization U.S. companies that SouthernSun selects using a research-driven, value-oriented investment strategy. The fund is non-diversified.

Largest Holdings

Amount Holding
6.90% Darling Ingredients Inc
6.47% Centene Corp
6.02% Dycom Industries Inc
5.64% The Brink's Co
5.31% The Timken Co
5.04% AGCO Corp
4.77% WestRock Co A
4.04% Extended Stay America Inc
3.89% Trinity Industries Inc
3.87% Clean Harbors Inc
3.86% Crane Co
3.81% Knowles Corp
3.70% The Western Union Co
3.66% Thor Industries Inc
3.58% Hanesbrands Inc
3.49% Broadridge Financial Solutions Inc
3.24% IDEX Corp
2.95% First Horizon National Corp
2.84% Watsco Inc
2.78% Murphy USA Inc
2.51% Polaris Inc
2.49% SEI Investments Co
1.12% ServiceMaster Global Holdings Inc
1.10% Molina Healthcare Inc
0.40% Ovintiv Inc

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