SouthernSun Small Cap FundSSSFX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$240.1M
Expense ratio
1.34%
1-year return
+24.5%
3 years, a year
+7.6%
5 years, a year
+5.7%
Holdings
24
What it aims to do.
The SouthernSun Small Cap Fund (the Small Cap Fund or the Fund) seeks to provide long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| DAR Darling Ingredients Inc. | 6.74% |
| MUSA Murphy Usa Inc. | 5.99% |
| Boot Barn Holdings, Inc. | 5.62% |
| LOB Live Oak Bancshares, Inc. | 5.25% |
| EXTR Extreme Networks, Inc. | 5.14% |
| LPX Louisiana-Pacific Corporation | 5.05% |
| BCO The Brink's Company | 4.88% |
| DORM Dorman Products, Inc. | 4.83% |
| USPH U. S. Physical Therapy, Inc. | 4.73% |
| CR Crane Nxt, Co. | 4.56% |
More on SSSFX.
- SSSFX overview
- SSSFX holdings
- SSSFX risk
- SSSFX costs
- SSSFX money in and out
- SSSFX share classes
- Compare SSSFX 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.