SSHVX Mutual Fund
SSHVX Mutual Fund
Sound Shore Fund Institutional Class
SSHVX Mutual Fund Overview
SSHVX Mutual Fund (Sound Shore Fund Institutional Class) is managed by Sound Shore Management Inc. with $458.3M in net assets. SSHVX expense ratio is 0.75%, holding 40 positions across sectors including Unknown, Health Care, Information Technology. Inception date: 2013-12-09.
SSHVX performance shows a YTD return of 6.09%. The 1-year return is 25.03% and the 5-year return is 10.70%. SSHVX dividend yield stands at 12.44%, paid semi-annually.
SSHVX top holdings include Teva Pharmaceutical Industries Ltd. (ADR) (4.2%), Regeneron Pharmaceuticals, Inc. (3.7%), Marvell Technology Group Ltd (3.5%), Bank Of America Corp. (3.2%), Zimmer Biomet Ho (3.0%). View all SSHVX holdings, sector breakdown, or dividend history.
SSHVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SSHVX alternatives are available via the screener, along with tax-loss harvesting opportunities.