SouthernSun U.S. Equity FundSSEFX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$45.7M
Expense ratio
1.34%
1-year return
+20.2%
3 years, a year
+9.3%
5 years, a year
+6.3%
Holdings
25
What it aims to do.
The SouthernSun U.S. Equity Fund (the U.S. Equity Fund or the Fund) seeks to provide long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| DAR Darling Ingredients Inc. | 6.75% |
| N/A | 6.59% |
| APG Api Group Corporation | 5.89% |
| MUSA Murphy Usa Inc. | 5.57% |
| Boot Barn Holdings, Inc. | 5.36% |
| GNRC Generac Holdings Inc. | 5.19% |
| USPH U. S. Physical Therapy, Inc. | 4.60% |
| LPX Louisiana-Pacific Corporation | 4.56% |
| BR Broadridge Financial Solutions, Inc. | 4.12% |
| CR Crane Nxt, Co. | 4.11% |
More on SSEFX.
- SSEFX overview
- SSEFX holdings
- SSEFX risk
- SSEFX costs
- SSEFX money in and out
- SSEFX share classes
- Compare SSEFX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.