Sound Shore Fund

Scorecard
4 / 5 Stars
Lipper
5 4 4 4 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

The fund invests in companies that management believes are undervalued.

Asset Allocation

% Long % Net
Cash 1.96 1.96
Stocks 81.47 81.47
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 16.58 16.58
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 09.30.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 09.30.2013

Ticker YTD Return % % Net Assets
Thermo Fisher Scientific Inc TMO 10.78 2.79
Schlumberger NV SLB 1.72 2.78
Qualcomm, Inc. QCOM -0.36 2.71
American International Group Inc AIG -3.13 2.68
Bank of America Corporation BAC 4.69 2.6
Texas Instruments, Inc. TXN 2.21 2.58
CIT Group Inc CIT -7.16 2.57
Weatherford International Ltd WFT 4.97 2.56
Capital One Financial Corp COF -5.31 2.53
CVS Caremark Corp CVS 1.81 2.52