SSSFX (SouthernSun Sm Cap;Inv)
Net Asset Value: 20.49 1-Day Return: 0.09 (0.44%) YTD Return as of 5/23/12:Up 4.06%

Classification: Small-Cap Value   Objective: Small-Cap   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 4.06 3.08 27.83 5.74NA
Classification 3.23 -5.19 17.58 -1.08 6.11
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)32121NA

Fund Stats

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Investment Objective:Small-Cap
Net Assets ($Mil)230.60
Inception Date:10/1/03
Manager Name, TenureMichael W. Cook, 2003
Expense Ratio: 1.42%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 12/31/11)

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Company NameSymbol% Net Assets
Dreyfus Inst Preferred Plus Money Market Fund NA 12.14
Darling International Inc Ord DAR 4.74
Urs Corp Ord URS 4.42
Agco Corp Ord AGCO 4.40
Chicago Bridge And Iron Company Nv Ord CBI 4.39
Oge Energy Corp Ord OGE 4.39
Trinity Industries Inc Ord TRN 4.38
Centene Corp Ord CNC 4.34
Middleby Corp Ord MIDD 4.14
Broadridge Financial Solutions Inc Ord BR 4.04
% of Total Holdings 51.38

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