Morningstar

Sound Shore Fund, Inc Institutional Class SSHVX

Morningstar Medalist Rating
Medalist Rating as of | See Sound Shore Investment Hub
  • NAV / 1-Day Return 42.92  /  +0.56 %
  • Total Assets 957.2M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.79%
  • 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 SSHVX

Will SSHVX 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 SSHVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSHVX 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 SSHVX’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
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Portfolio Holdings SSHVX

More SSHVX 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
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Utilities

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