About SSHVX
Sound Shore Fund, Inc. Institutional Class is an open-end mutual fund designed for institutional investors seeking capital growth through value-oriented equity investments. The fund primarily targets large- and mid-cap U.S. companies, emphasizing those considered undervalued based on fundamental analysis. Its strategy integrates a disciplined, bottom-up stock picking approach, focusing on securities believed to be trading below intrinsic value and offering potential for long-term appreciation.
The fund provides diversified exposure across various sectors, including financial services, energy, healthcare, and industrials, and may include select international stocks through U.S.-traded securities. Risk management is a core component, implemented through portfolio diversification and systematic oversight. Sound Shore Fund, Inc. Institutional Class benchmarks its performance against the Russell 1000 Value Index and the S&P 500 Index, positioning itself as a stable option for large-scale investors such as pension funds and endowments. With professional management and a long-term perspective, the fund plays a significant role in institutional portfolios seeking value-based equity exposure and risk-adjusted returns.
Fund Family Sound Shore
Category Large Value
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol SSHVX
Share Class Institutional Class
Index Russell 1000 Value TR
SSHVX had a total return of 24.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.74%.
