About SSHFX
Sound Shore Fund, Inc. – Investor Class is a diversified mutual fund focused on large-cap value investing. Its primary objective is long-term capital appreciation, achieved through a disciplined value-based strategy that targets undervalued equities within the U.S. market. The fund typically maintains a concentrated portfolio, holding around 37–38 stocks, and invests the majority of its assets—over 97%—in equities, with a modest allocation to cash or cash equivalents.
As a large value fund, Sound Shore Fund emphasizes companies believed to be trading below their intrinsic value, often representing sectors such as financial services, healthcare, energy, technology, and consumer cyclicals. Its holdings are diversified across both established industry leaders and selective opportunities in less favored sectors. The fund is actively managed by a seasoned team that adapts to market trends while adhering to its fundamental research-driven approach.
Established in 1985, Sound Shore Fund, Inc. – Investor Class plays a notable role in the value investing segment, offering investors exposure to a disciplined contrarian strategy that seeks to outperform benchmarks like the Russell 1000 Value Index over time.
Fund Family Sound Shore
Category Large Value
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol SSHFX
Share Class Investor Class
Index Russell 1000 Value TR
SSHFX had a total return of 24.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.21%.
