SSSFX (SouthernSun Sm Cap;Inv)
Net Asset Value: 24.58
1-Day Return:
-0.05 (-0.20%)
YTD Return as of 4/5/13:
9.00%
Classification: Small-Cap Core Objective: Small-Cap Open to New Investors: Yes
Lipper Rating
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.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 9.00 | 16.86 | 19.84 | 12.86 | NA |
| Classification | 8.73 | 12.91 | 10.86 | 6.46 | 10.71 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 50 | 15 | 1 | 2 | NA |
Fund Stats
More| Investment Objective: | Small-Cap |
|---|---|
| Net Assets ($Mil) | 340.60 |
| Inception Date: | 10/1/03 |
| Manager Name, Tenure | Michael W. Cook, 2003 |
| Expense Ratio: | 1.25% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 6/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Dreyfus Inst Preferred Plus Money Market Fund | NA | 6.31 |
| Agco Corp Ord | AGCO | 5.69 |
| Darling International Inc Ord | DAR | 5.52 |
| Trinity Industries Inc Ord | TRN | 5.06 |
| Brink's Co Ord | BCO | 4.71 |
| Oge Energy Corp Ord | OGE | 4.59 |
| Urs Corp Ord | URS | 4.57 |
| Centene Corp Ord | CNC | 4.47 |
| Broadridge Financial Solutions Inc Ord | BR | 4.38 |
| Affiliated Managers Group Inc Ord | AMG | 4.31 |
| % of Total Holdings | 49.61 | |
