| 39.01 Net Asset Value | +0.41% 1 Day | +11.74% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 0.94% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.59% | 3 years | +9.52% | |
| 3 months | +8.72% | 5 years | +3.98% | |
| 1 year | +19.39% | Since inception | +10.80% |
| SSHFX | Category | |
|---|---|---|
| Performance 5-yr return | +3.98% | +4.49% |
| Expense ratio | 0.94% | 1.20% |
| Risk 5 year sharpe ratio | 0.31 | 0.32 |
| Net assets | $1.6B | $2.0B |
| Average market cap | $34.9B | $52.5B |
| Average P/E | 13.3 | 14.3 |
| Portfolio turnover | 56% | 56% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Sound Shore |
| Fund manager & tenure | Harry Burn III / 27 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $2,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 20.35% |
| Financial service | 19.99% |
| Healthcare | 14.36% |
| Hardware | 8.65% |
| Consumer service | 7.51% |
| STT State Street Corp | 3.07% |
| TXN Texas Instruments, Inc. | 3.00% |
| AIG American International Group Inc | 2.96% |
| COF Capital One Financial Corp | 2.88% |
| GOOG Google, Inc. Class A | 2.87% |
| BAC Bank of America Corporation | 2.86% |
| C Citigroup Inc | 2.84% |
| SNY Sanofi ADR | 2.82% |
| MSFT Microsoft Corporation | 2.80% |
| PFE Pfizer Inc | 2.79% |
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