SouthernSun Small Cap

Shareclass

SouthernSun Small Cap, N (SSSFX)

Type

Open-end mutual fund

Manager

SouthernSun Asset Management

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

7.3

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 2,354 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Louisiana-Pacific Corp
6.25% of assets
$17.16M invested
2. Murphy USA Inc
4.36% of assets
$11.98M invested
3. Armstrong World Industries Inc
4.4% of assets
$12.1M invested
4. Belden Inc
6.77% of assets
$18.61M invested
5. AGCO Corp
5.16% of assets
$14.17M invested
6. Dycom Industries Inc
4.9% of assets
$13.45M invested
7. Ingevity Corp
3.51% of assets
$9.65M invested
8. Darling Ingredients Inc
6.59% of assets
$18.12M invested
9. The Brink's Co
6.97% of assets
$19.14M invested
10. Polaris Inc
2.04% of assets
$5.6M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Boston Beer Co Inc Class A
4.41% of assets
$12.11M invested
2. Boot Barn Holdings Inc
5.82% of assets
$15.99M invested
3. The Timken Co
4.71% of assets
$12.94M invested
4. Advanced Energy Industries Inc
2.03% of assets
$5.59M invested
5. Stepan Co
3.91% of assets
$10.75M invested
6. Dorman Products Inc
4.9% of assets
$13.45M invested
7. Thor Industries Inc
2.06% of assets
$5.66M invested
8. Polaris Inc
2.04% of assets
$5.6M invested
9. The Brink's Co
6.97% of assets
$19.14M invested
10. Darling Ingredients Inc
6.59% of assets
$18.12M invested

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Financial performance

Performance data provided by

Find more financial data on SSSFX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SSSFX

SouthernSun Small Cap

Family

SouthernSun Asset Management

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.37% less in annualized returns

Lower overall gender equality score

16 / 100 points lower

Lower gender balance in leadership and workforce score

8 / 40 points lower

Lower equal compensation and work life balance score

6 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

SSSFX

SouthernSun Small Cap

Family

SouthernSun Asset Management

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.37% less in annualized returns

Lower overall gender equality score

16 / 100 points lower

Lower gender balance in leadership and workforce score

8 / 40 points lower

Lower equal compensation and work life balance score

6 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

SSSFX

SouthernSun Small Cap

Family

SouthernSun Asset Management

Category

Small Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

7.37% less in annualized returns

Lower overall gender equality score

16 / 100 points lower

Lower gender balance in leadership and workforce score

8 / 40 points lower

Lower equal compensation and work life balance score

6 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SSSFX - SouthernSun Small Cap

-9.77%

2.66%

13%

4.91%

39 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-21.83%

-9.49%

-2.57%

-7.37%

16 / 100 points lower

Find more financial data on SSSFX at Morningstar.com

What's next?

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