Morningstar

Sound Shore Fund, Inc Investor Class SSHFX

Morningstar Medalist Rating
Medalist Rating as of | See Sound Shore Investment Hub
  • NAV / 1-Day Return 41.97  /  +0.58 %
  • Total Assets 957.2M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 77%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SSHFX

Will SSHFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSHFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSHFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy remains in capable hands.

Gregg Wolper

Gregg Wolper

Summary

Despite the changes in listed managers, Sound Shore fund retains much experience and continuity as it faces a challenging investment environment.

by Gregg Wolper
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SSHFX

More SSHFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Teva Pharmaceutical Industries Ltd ADR

4.32 43M
Healthcare

Southwest Airlines Co

3.68 37M
Industrials

Bank of America Corp

3.47 35M
Financial Services

American Airlines Group Inc

3.13 31M
Industrials

Smurfit WestRock PLC

2.98 30M
Consumer Cyclical

Qualcomm Inc

2.94 29M
Technology

Elevance Health Inc

2.75 27M
Healthcare

The Walt Disney Co

2.73 27M
Communication Services

Owens-Corning Inc

2.72 27M
Industrials

Vistra Corp

2.67 27M
Utilities

Sponsor Center