Sound Shore Management announced on May 1 that longtime analysts David Bilik and Peter Evans, who have been at the firm for 21 and 19 years, respectively, have been promoted to portfolio manager of the firm’s sole mutual fund, Sound Shore. They join John DeGulis, Harry Burn, and Gibbs Kane as managers.
Sound Shore Investor SSHFX
- NAV / 1-Day Return 47.55 / +1.34 %
- Total Assets 1.0 Bil
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.960%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.76%
- Turnover 69%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 9:26 PM GMT+0
Morningstar’s Analysis SSHFX
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People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Flex Ltd | 3.03 | 30.2 Mil | Technology |
Wells Fargo & Co | 3.02 | 30.2 Mil | Financial Services |
United States