SSHFX : Sound Shore Fund Investor Class

SSHFX is a US Stocks Market Large Value with MODERATE fees.

SSHFX

Sound Shore Fund Investor Class

FI Score

50 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

8 /10

Market Size

6 /10

50% FI Score
  • sshfx
  • Mutual Fund
  • US Stocks
  • Large Value

Sound Shore Fund Investor Class

Expenses: 0.91% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks growth of capital. 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. That 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.

Largest Holdings

Amount Holding
4.47% Berkshire Hathaway Inc Class B
4.37% Merck & Co Inc
4.26% Perrigo Co PLC
4.15% Morgan Stanley
4.07% Comcast Corp Class A
4.05% Oracle Corp
3.66% Pfizer Inc
3.45% Sensata Technologies Holding PLC
3.42% Mondelez International Inc Class A
3.19% Lennar Corp
3.11% Walmart Inc
3.02% UnitedHealth Group Inc
3.00% SVB Financial Group
2.94% Elanco Animal Health Inc
2.74% Chevron Corp
2.69% Alphabet Inc A
2.67% Thermo Fisher Scientific Inc
2.61% Microsoft Corp
2.46% Cigna Corp
2.41% Bank of America Corp
2.40% Citigroup Inc
2.36% Alleghany Corp
2.24% Total SA ADR
2.23% Capital One Financial Corp
2.18% Eaton Corp PLC

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