9 important things you should know about SouthernSunFunds SSSFX mutual fund
Updated: December 03, 2021
Bull case
3-year return above the benchmark
15-year return above the benchmark
Bear case
Low net assets
5-year return below the benchmark
10-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Before we start: if you’re looking for SSSFX “stock” price, you can quickly find it out by visiting Finny and typing "SSSFX quote". If you’re looking for a quick scoop on SSSFX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "SSSFX". You’ll get all this info in one place.

Are you looking to buy or sell SSSFX? Or perhaps you’re looking for SSSFX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this SSSFX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: SSSFX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: SSSFX buy or sell; the pros and cons of investing in SSSFX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to SSSFX.

And here is the list of questions we’ll answer:

  1. Describe AMG Funds: AMG SouthernSun Small Cap Fund; Class N Shares (SSSFX).
  2. What are SSSFX holdings?
  3. What is SSSFX performance? What are SSSFX historical returns?
  4. What is SSSFX dividend yield?
  5. What is SSSFX minimum initial investment amount?
  6. Does SSSFX have any sales loads or 12b-1 distribution expenses?
  7. What is SSSFX Finny Score? SSSFX buy or sell?
  8. What are the pros of investing in SSSFX? What are SSSFX buy reasons?
  9. What are the cons of investing in SSSFX? What are SSSFX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMG Funds: AMG SouthernSun Small Cap Fund; Class N Shares (SSSFX).

The Fund seeks its objective by investing primarily in common stocks of U.S. companies within the capitalization range of companies in the Russell 2000 Index. Under normal market conditions, the Fund invests at least 80% of its assets measured at the time of purchase in small cap securities.

2. What are SSSFX top holdings?

SSSFX has 22 stock holdings and 0 bond holdings.

The top 10 holdings represent 51.56% of total assets. Here are the top holdings:

Name Symbol % Assets
Darling Ingredients Inc DAR 6.67%
The Brink's Co BCO 6.08%
Dycom Industries Inc DY 5.92%
The Timken Co TKR 5.46%
AGCO Corp AGCO 5.18%
Extended Stay America Inc STAY 5.04%
Thor Industries Inc THO 4.59%
Trinity Industries Inc TRN 4.31%
Belden Inc BDC 4.17%
Hill-Rom Holdings Inc HRC 4.14%

3. What is SSSFX performance? What are SSSFX historical returns?

SSSFX has generated the following returns:

  • 1-month return is 1.72%;
  • 3-month return is 1.40%;
  • 1-year return is 1.40%;
  • 3-year return is 17.39%;
  • 5-year return is 10.30%;
  • 10-year return is 11.05%;
  • 15-year return is 9.28%.

4. What is SSSFX dividend yield?

SSSFX yield is 0%.

5. What is SSSFX minimum initial investment amount?

SSSFX minimum initial investment amount is $3.00K.

6. Does SSSFX have any sales loads or 12b-1 distribution expenses?

SSSFX 12b-1 distribution fee is 0.25. SSSFX front-end sales load is 0. SSSFX back-end sales load is 0.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 29. Our quantitative analysis shows 2 reasons to buy and 5 reasons to sell it, resulting in the Finny Score of 29.

8. What are the pros of investing in SSSFX? What are SSSFX buy reasons?

The following are SSSFX strengths from our perspective:

  • SSSFX 3-year return is 17.39%, which is higher than the 3-year return of the benchmark index (Russell 2000 TR USD), 15.73%.
  • SSSFX 15-year return is 9.28%, which is higher than the 15-year return of the benchmark index (Russell 2000 TR USD), 8.65%.

9. What are the cons of investing in SSSFX? What are SSSFX negatives?

The following are SSSFX weaknesses from our perspective:

  • SSSFX net assets are $42.30 million. This fund is not a popular choice with retail investors.
  • SSSFX 5-year return is 10.3%, which is lower than the 5-year return of the benchmark index (Russell 2000 TR USD), 12.2%.
  • SSSFX 10-year return is 11.05%, which is lower than the 10-year return of the benchmark index (Russell 2000 TR USD), 14.46%.
  • SSSFX expense ratio is 1.25%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the SSSFX review, we covered SSSFX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.